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Microsoft® SharePoint® Foundation 2010 Inside Out

Book Description

Conquer Microsoft SharePoint Foundation 2010—from the inside out!

You're beyond the basics—so dive right in and really support collaboration. This supremely organized reference packs hundreds of timesaving solutions, troubleshooting tips, and workarounds. It's all muscle and no fluff. Discover how the experts tackle SharePoint Foundation 2010—and challenge yourself to new levels of mastery!

  • Build team sites with non-code solutions using SharePoint Designer 2010

  • Modify and share content with SharePoint lists and libraries—online and offline

  • Implement governance policies to plan site structure and manage content

  • Create Web Parts to customize and display SharePoint site content

  • Interact with SharePoint content using Microsoft Office applications

  • Generate reusable workflows and apply them to multiple SharePoint lists

  • Use Business Connectivity Services to access your company’s business intelligence

  • Design custom SharePoint solutions using Microsoft .NET and Visual Studio

  • Table of Contents

    1. Microsoft® SharePoint® Foundation 2010 Inside Out
      1. SPECIAL OFFER: Upgrade this ebook with O’Reilly
      2. Introduction
        1. Who Should Read This Book
          1. Assumptions
        2. Organization of This Book
        3. Conventions and Features in This Book
          1. Text Conventions
          2. Design Conventions
        4. Acknowledgments
        5. Errata & Book Support
        6. We Want to Hear from You
        7. Stay in Touch
      3. 1. Introduction to Microsoft SharePoint Foundation 2010
        1. Presenting SharePoint Foundation 2010
        2. Sites
        3. Communities
          1. My Profile
          2. Tags
          3. Colleague Suggestions
          4. Organization Browser
          5. Ratings
          6. Wikis
          7. Blogs
          8. My Content
          9. Photos and Presence
          10. Recent Activities
        4. Content
          1. Compliance Becomes Natural
          2. Document Sets
        5. Search
          1. Metadata-Driven Refinement
          2. People and Expertise Search
          3. Contextual Search
        6. Insights
          1. Decomposition Tree
          2. Dashboards
        7. Composites
        8. What’s New?
          1. The Ribbon
          2. Alerts Enhancements
          3. Business Connectivity Services
          4. Client Object Model
          5. Custom Field Rendering Enhancements
          6. Events Enhancements
          7. Health Analyzer
          8. List Enhancements
            1. Large Lists
            2. Referential Integrity for List Items with Lookup Columns
          9. Enforcing Unique Column Constraints
            1. External Lists
            2. Microsoft Sync Framework
          10. Mobile Device Development Enhancements
            1. Mobile Web Part Adapters
          11. Mobile Messaging
            1. New Mobile Pages and Controls
            2. Mobile Document Viewers
          12. Performance Monitoring and Request Throttling
            1. Query Enhancements
            2. New Query Support for Server-Side Code
            3. LINQ to SharePoint Provider
            4. List Joins Supported in CAML Queries
            5. Querying in Client-Side Code
              1. Queries in the Client Object Model
              2. Support for ADO.NET Data Services Framework
              3. Avoid Using SharePoint Data Providing Web Services
              4. Avoid Making Direct Calls to owssvr.dll
          13. The Ribbon
          14. Sandboxed Solutions
          15. Security Enhancements
            1. Claims-Based Identity and Authentication
            2. ASP.NET Membership User Token Converted to Claims Security Token
          16. Automatic Password Change and Managed Accounts
          17. Effective Permission API
          18. Secure Store Service
        9. Service Application Framework
          1. Improved Development Experience
            1. Improved Integration with SharePoint
          2. WCF Integration
          3. Round-Robin Load Balancing
          4. Claims-Based Identity
          5. Backup and Restore
        10. Silverlight Integration and Cross-Domain Data Access
          1. Silverlight Web Part
            1. Silverlight Cross-Domain Data Access
        11. UI Enhancements
          1. UI Improvements
        12. Unified Logging Systems
          1. SPMonitoredScope
          2. Request Usage Database
          3. Developer Dashboard
            1. API Improvements
        13. Windows PowerShell for SharePoint
        14. Workflow Enhancements
          1. New Workflow Activities
          2. Pluggable Workflow Services
          3. Workflow Events
          4. Site Workflows
            1. Reusable Declarative Workflows
        15. Summary
      4. 2. Administration for Business Users
        1. Business User Administration
          1. Business User Administration
            1. Business User Administration
            2. Information Technology Professional Administration
        2. Installation and Configuration Decisions
          1. Hosted SharePoint or On-Premises SharePoint?
            1. On-Premises
            2. Hosted SharePoint
        3. The SharePoint Structure
          1. Comparing a SharePoint Web Application to a Tree
          2. The SharePoint Farm Supports the Web Applications
          3. The Content Database as a Unit of Storage
            1. Using a Content Database as a Unit of Backup and Restoration
            2. Managing Content Database Size for Performance
            3. Organizing for Content Database Growth
        4. Search Administration
          1. Search Products
            1. SharePoint Foundation 2010 Search
            2. Search Server 2010 and Search Server 2010 Express
            3. SharePoint Server 2010 Search
            4. FAST Search Server for SharePoint 2010
          2. Search Results Freshness
        5. Security
          1. Authentication and Authorization
          2. Types of Authentication
            1. Classic Windows Integrated
            2. Claims-Based Windows Integrated
            3. Forms-Based (with Claims)
            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 Windows SharePoint Services Version 3
            1. Upgrade Approaches
              1. In-Place Upgrade
              2. Content Database Upgrade
            2. Visual Upgrade for That SharePoint 2007 “Look”
          2. Migrating Content to SharePoint Foundation 2010
            1. Manual Migration
            2. Migration Tools
        7. Summary
      5. 3. End-User Features and Experience
        1. Recommended Computer Environment
        2. Browser Support
          1. Browser Support Levels
          2. Browser Support Table
        3. Sites and Workspaces Features
        4. Creating Sites and Subsites
          1. Using Team Sites and Related Subsites
            1. Using Team Sites and Related Subsites
        5. Using SharePoint Libraries and Lists
          1. New List Functionality in SharePoint Foundation 2010
          2. Viewing Lists and List Contents
            1. Updating List Content
            2. Versioning in Lists
          3. Using Document Libraries
            1. Creating Document Libraries
            2. Viewing Document Libraries
            3. Creating a New Document and Adding It to a Library
            4. Adding an Existing Document to a Library
            5. Deleting Content from a Document Libraries
            6. Versioning in Document Libraries
          4. Advanced List and Library Features
            1. Connect, Open, Sync, and Export with Office 2010
              1. Incoming Email Settings
              2. RSS Settings
            2. Workflow in SharePoint Foundation 2010
            3. The Recycle Bin
        6. Summary
      6. 4. Creating Sites and Workspaces by Using the Browser
        1. Creating a Basic Team Site by Using the Browser
        2. Using More Options with a Team Site
          1. Title and Description
          2. Web Site Address
          3. Permissions
          4. Navigation
          5. Navigation Inheritance
        3. Creating and Using a Basic Meeting Workspace
          1. Creating a Basic Meeting Workspace by Using the Browser
          2. Connecting to an Existing Meeting Workspace
          3. Navigating a Meeting Workspace
          4. Changing a Library or List to a Series
        4. Creating and Using a Multipage Meeting Workspace
        5. Creating and Using the Document Workspaces
        6. Creating and Using a Group Work Site
        7. Creating and Using a Blog Site
        8. Summary
      7. 5. Designing Lists and Libraries
        1. Creating Lists
          1. Creating Built-In Lists
            1. Creating a New List from the Built-In Lists
            2. Creating Custom Lists
          2. Creating a List from a Template
          3. Creating a Library
            1. Creating a New Library
          4. Defining Site Columns
        2. Modifying Lists and Libraries
          1. Modifying List and Library Settings
          2. Updating General Settings
            1. Updating Title, Description, and Navigation
            2. Versioning Settings in a List
            3. Versioning Settings in a Library
          3. Advanced Settings in a List
          4. Advanced Settings in a Library
          5. Updating Validation Settings in a List or Library
        3. Updating Permissions and Management
          1. Deleting a List or Library
          2. Saving a List or Library as a Template
            1. Saving an Existing List or Library as a Template
            2. Adding a Template to a List Gallery
            3. Deleting a Template in the List Template Gallery
          3. Changing Permissions for a List or Library
            1. Editing the Permissions for a List or Library
            2. Adding Users to a List or Library
            3. Removing Users from a List or Library
          4. Manage Files That Have No Checked-In Version
          5. Workflow Settings
            1. Adding a New Workflow or Change the Settings of an Existing Workflow
          6. Information Management Policy Settings
            1. Applying IRM to a List or Library
          7. RSS Settings on Lists or Libraries
          8. Subscribe to an RSS Feed in a List or Library
          9. Adding Columns to Lists or Libraries
            1. Creating a Custom Column
            2. Creating a Site Column
          10. Calculating Column Values
          11. Changing and Deleting List Columns
          12. Reordering List Columns
          13. Working with Site Columns in a List or Library
            1. Adding a Content Type to a List or Library
            2. Modifying the New Button Order or the Default Content Type
        4. Creating and Modifying List and Library Views
          1. Creating List and Library Views
            1. Creating a New List View
          2. Modifying and Deleting List views
            1. Creating an Access View of a SharePoint List or Library
        5. Working with List Content
          1. Working with List Content in Standard View
            1. Adding Items to a List
            2. Changing or Deleting the Content of a List Item
          2. Working with Lists and Libraries in Datasheet View
          3. Exporting Content to Spreadsheets
            1. Exporting a SharePoint List or Library to a Spreadsheet
          4. Connect, Open, Sync, and Export with Microsoft Office 2010
            1. Connecting a SharePoint List to Outlook
            2. Synchronizing with SharePoint Workspace
            3. Exporting SharePoint Lists to Office 2010 Applications
          5. Viewing RSS Feeds
        6. Creating Discussions
          1. Creating a New Discussion Board
          2. Creating a New Discussion
        7. Creating Surveys
          1. Creating a New Survey
        8. Summary
      8. 6. Creating and Formatting Webpages
        1. Creating and Modifying Content Pages by Using a Browser
          1. Modifying Wiki Pages
            1. Using the Format Text tab
              1. Edit
              2. Clipboard
              3. Font
              4. Paragraph
              5. Styles
              6. Layout
              7. Markup
            2. Using the Insert tab
              1. Tables
              2. Media
              3. Links
              4. Web Parts
          2. Writing Standards-Based Code
          3. Creating Wiki Pages
            1. Creating Wiki Links
          4. Managing Wiki Pages
          5. Working with Page History
            1. Managing Versions
          6. Using Web Part pages
            1. Shared Version
            2. Personal Version
            3. Editing Web Part Pages
            4. Creating Web Part Pages
          7. Mobile Pages
          8. Accessibility
        2. Using SharePoint Designer to Create and Modify Webpages
          1. Adding and Formatting Content
            1. The Home Tab
            2. The Insert Tab
          2. Saving Modifications
          3. Managing Pages
          4. Creating Pages
          5. Advanced Edit Mode
        3. Creating Application Pages for SharePoint Sites
        4. Summary
      9. 7. Adding, Editing, Connecting, and Managing Web Parts on the Page
        1. A Brief Introduction to Web Parts
        2. Adding Web Parts to a SharePoint Site
        3. Editing and Maintaining Web Parts on a SharePoint Site
          1. Configuring a Web Part via Web Part Properties
            1. Configuring a Web Part via Web Part Properties
              1. Default Items
              2. Appearance
              3. Layout
              4. Advanced
            2. Configuring the Web Part via Edit Web Part
              1. Minimize
              2. Close
              3. Maintenance Mode
              4. Categories
              5. Delete
            3. Saving the Webpage
        4. Connecting Web Parts in a SharePoint Site
          1. Creating the New Wiki Page in the SharePoint Site
            1. Creating the New Wiki Page in the SharePoint Site
            2. Adding Web Parts to the New Wiki Page
            3. Connecting the Web Parts
            4. Disconnecting the Web Parts
        5. Web Parts on a Web Part Page
        6. Summary
      10. 8. Managing 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. The Wild West of SharePoint
          2. What Is SharePoint Governance?
          3. How to Govern SharePoint
          4. Governance by Site Audience
            1. Audience Size Growth
            2. Large Audience Governance
            3. Personal Site Governance
          5. Search
            1. Search Alerts
        3. Choosing a Content Manager
          1. Identifying the Content Manager on the Page
        4. Managing Content for Internet Sites
          1. Tight Governance for Public Messaging
          2. Separate Content by Audience
          3. Prevent Comment Spam
          4. You Can License SharePoint Foundation for Public Use
          5. Anonymous Permissions on Four Levels
            1. Enabling Anonymous Access in Central Administration
            2. Enabling Anonymous Access in Site Settings
            3. How Anonymous Access Level Affects the Home Page Redirect
            4. Enabling Anonymous Access in List or Library Settings
            5. Breaking Inheritance on a List Item to Prevent Anonymous Access
        5. Summary
      11. 9. Working with External Content
        1. Using SharePoint Designer with External Content
        2. Using the BCS
          1. Creating a BDC Service Application
          2. Configuring BDC Metadata Store Permissions
          3. Defining External Systems Connections
          4. Working with External Content Types
            1. Creating ECTs
            2. Managing Permission on ECTs
            3. Exporting and Importing BDC Models and Resource Files
        3. Presenting External Content
          1. Creating and Managing External Lists
            1. Working with Office Application ECTs
          2. Using External Data Columns
          3. Creating External Data Actions
        4. Using Visual Studio 2010 with the BCS
          1. Creating a BDC Model by Using Visual Studio
          2. Importing BDC Models into Visual Studio
        5. Summary
      12. 10. Using and Creating Workflows
        1. SharePoint Workflow Basics
          1. Process Automation Methods
          2. Planning for Process Automation
          3. Introducing Workflow Terminology
          4. Working with List and Library Workflows
            1. Adding a Workflow Template to a List or Library
            2. Modifying a Workflow
            3. Removing a Workflow
            4. Using a Workflow
          5. Using Site Workflows
        2. Gathering Requirements by Using Visio Premium
        3. Creating, Editing, and Managing Custom Workflows by Using SharePoint Designer
          1. Using Conditions and Actions
            1. Creating a List Workflow
            2. Using Common Conditions
            3. Using the Workflow History Log to Monitor the Progress of a Workflow
            4. Creating Workflow Variables and Calculating Values
            5. Using Workflow Variables and Comparing Data from Different Lists
            6. Assigning Task Items to Users or Groups
            7. Adding an Else - If Branch to Your Workflow
            8. Using Workflows to Send Emails
          2. Checking and Publishing Workflows
          3. Using the Impersonation Step
          4. Using Reusable and Globally Reusable Workflows
            1. Exporting a Reusable Workflow
            2. Importing a Reusable Workflow
        4. Working with Workflows and Visual Studio
          1. Developing Custom Actions
          2. Creating a SharePoint Workflow Project in Visual Studio
          3. Deploying a SharePoint Workflow Template
          4. Create a Custom Site Workflow Activity
        5. Summary
      13. 11. Integrating SharePoint with Microsoft Office 2010
        1. Office Client Versions
          1. Exceptions
            1. Microsoft InfoPath
            2. Microsoft OneNote
            3. Microsoft Visio
            4. Microsoft Project
          2. Editions
            1. Office Starter 2010 (OEM)
            2. Office Home and Student 2010 (Retail)
            3. Office Home and Business 2010 (Retail)
            4. Office Professional 2010 (Retail)
            5. Office Professional 2010 (Academic)
            6. Office Standard 2010 (Volume Licensing)
            7. Office Professional Plus (Volume Licensing)
          3. Other Office Clients
            1. Office for Mac Home and Student 2011 (Retail)
            2. Office for Mac Home and Business 2011 (Retail)
            3. Office for Mac Academic 2011 (Academic)
            4. Office for Mac Standard 2011 (Volume Licensing)
            5. Office Web Apps
            6. Office Mobile 2010
        2. Using the Office Backstage View with SharePoint
          1. Revealing Office Backstage
          2. Saving Documents to a SharePoint Foundation Site
            1. File | Save As
            2. File | Recent
            3. File | Save & Send
          3. Metadata Management
        3. Interacting with Lists by Using Excel and Access
          1. Using Excel to Display SharePoint List Content
            1. Connecting a SharePoint List to Microsoft Excel
          2. Using Access to Display and Update SharePoint List Content
            1. Linking Access to a SharePoint List
              1. Using the Open With Access Command
              2. Using the SharePoint List Command
              3. Using the Track This List Command
            2. Adding Content to SharePoint from Access
            3. Adding a Column to a SharePoint List from Access
            4. Adding a New SharePoint List from Access
        4. Summary
      14. 12. Taking Lists and Libraries Offline
        1. Taking Content Offline by Using Outlook 2010
          1. Synchronizing Calendars by Using Outlook 2010
          2. Synchronizing Contact Lists by Using Outlook 2010
          3. Synchronizing Task Lists by Using Outlook 2010
          4. Synchronizing Document Libraries Using Outlook 2010
          5. Synchronizing Other Lists by Using Outlook 2010
        2. Taking Content Offline by Using the Local Drafts Folder
          1. Taking a Document Offline via Check Out
          2. Taking a Document Offline via Document Edit
          3. Interacting with an Offline Document
            1. Document Information
            2. Reconnecting an Offline Document to SharePoint 2010
        3. Using SharePoint Workspace 2010
          1. Configuring SharePoint Workspace 2010 on Your Computer
            1. Enable Account Recovery
            2. Save Account as File
            3. SharePoint Workspace Options
          2. Taking Content Offline with SharePoint Workspace 2010
            1. Limitations in SharePoint Workspace
            2. Synchronizing a SharePoint Workspace
          3. Using Shared Folders in SharePoint Workspace 2010
            1. Building a Shared Folder by Using SharePoint Workspace 2010
            2. Build a Shared Folder by Using Windows Explorer
            3. Using Shared Folders
              1. Invite Someone
              2. Invite My Other Computers
              3. Download Settings
              4. Show Properties
              5. Stop Synchronizing
        4. Summary
      15. 13. Managing Site Settings
        1. Sites vs. Site Collections
        2. Site Settings (Subsite)
          1. Users and Permissions
            1. People And Groups
            2. Site Permissions
            3. Galleries
            4. Site Columns
            5. Content Types
            6. Master Pages
          2. Site Administration
            1. Regional Settings
            2. Site Libraries And Lists
            3. User Alerts
            4. RSS
            5. Search And Offline Availability
            6. Sites And Workspaces
            7. Workflow Settings
          3. The Look And Feel Menu
            1. Title, Description, And Icon
            2. Quick Launch
            3. Top Link Bar
          4. Site Actions
            1. Manage Site Features
            2. Save Site as Template
            3. Site Web Analytics Reports
            4. The Reset To Site Definition Menu
            5. The Delete This Site Menu
          5. One More Thing—Site Information
          6. Site Collection Administration
        3. Site Settings (Top-Level Site)
          1. The Users And Permissions Menu
          2. Galleries
            1. Web Parts
            2. List Templates
            3. Themes
            4. Solutions
          3. Site Administration
          4. The Look And Feel Menu
          5. Site Actions
          6. The Site Collection Administration Menu
            1. Recycle Bin
            2. The Site Collection Features Menu
            3. The Site Hierarchy Menu
            4. Portal Site Connection
            5. SharePoint Designer Settings
              1. Enabling/Disabling SharePoint Designer
              2. Detaching Pages from the Site Definition
              3. Customizing Master Pages and Page Layouts
              4. Hidden URL Structures
            6. Visual Upgrade
            7. Help Settings
        4. Summary
      16. 14. Creating, Managing, and Designing Sites by Using SharePoint Designer 2010
        1. Introducing SharePoint Designer
          1. Opening Sites
          2. Exploring SharePoint Designer
          3. Controlling the Use of SharePoint Designer
          4. SharePoint Designer Usage Settings
          5. Implementing SharePoint Designer Settings for a Web Application
          6. Implementing SharePoint Designer Settings for a Site Collection
        2. Creating Sites
        3. Managing Sites
        4. Designing Sites
          1. Using Themes
          2. Working with Master Pages
            1. Master Pages Anatomy
          3. Working with CSS
            1. Deploying Your Design
        5. Summary
      17. 15. Customizing the User Interface
        1. SharePoint 2010 User Experience Improvements
        2. Server Ribbon Terminology
        3. Using the Browser to Add Custom Actions
        4. Working with the Ribbon and LIM in SharePoint Designer
          1. Adding a Custom Action
          2. Exploring the Create Custom Action Dialog Box
          3. Extending the LIM
            1. Adding Custom Actions to the LIM
            2. Showing the LIM on a Column in a List
          4. Modifying a Custom Action or Quick Step
          5. Deleting a Custom Action or Quick Step
        5. Extending the Ribbon by Using Visual Studio
          1. Understanding the Custom Actions Ribbon Schema
            1. The <CustomAction> Tag
            2. The <CommandUIExtension> Tag
              1. The <CommandUIDefinitions> Tag
              2. The <CommandUIHandlers> Tag
          2. Creating a Ribbon Feature File by Using Visual Studio 2010
        6. Using Modal Dialogs
          1. Displaying the Content Within a <DIV> Tag as a Modal Dialog
          2. Displaying an Image File or Webpage as a Model Dialog
          3. Returning Values to the Calling Page
        7. Using the Status Bar
        8. Managing Notifications
        9. Summary
      18. 16. Developing SharePoint Solutions by Using Visual Studio 2010
        1. Configuring Your Development Environment
          1. Setting Up Your Development Infrastructure
          2. Post-Installation Configurations
        2. Overview of Visual Studio 2010 Features
          1. SharePoint Project Type and SharePoint Project Item Templates
          2. An Overview of the SharePoint Customization Wizard
          3. Elements of a SharePoint Project
          4. Visual Studio 2001 SP1 and SharePoint 2010
        3. Developing SharePoint Features
          1. Using Packages
          2. Using Event Receivers
        4. Developing SharePoint Solutions
          1. Importing WSP Solution Packages
          2. Deploying Solutions
          3. Debugging SharePoint Applications
        5. Developing SharePoint Web Parts
          1. How Web Parts Work
          2. Creating a Visual Web Part
          3. Building Connected Web Parts
            1. Connection Interfaces
            2. Creating Web Part Connections
        6. Developing SharePoint Site Definitions
          1. Exploring WEBTEMP.XML
          2. Working with ONET.XML Files
          3. Creating a New Site Definition
          4. Feature Stapling
        7. Using PowerShell with SharePoint Foundation 2010
          1. PowerShell Basics
          2. Creating Cmdlets for SharePoint Foundation 2010
            1. Define Cmdlet Nouns
              1. Define Cmdlet Nouns
              2. Define Cmdlet Noun Properties
              3. Define Cmdlet Verbs and Parameters
              4. Define Cmdlet Errors, Progress, and Pipeline
        8. Summary
      19. Index
      20. About the Authors
      21. SPECIAL OFFER: Upgrade this ebook with O’Reilly