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Microsoft® SharePoint® Server 2010 Bible

Book Description

A must-have resource on the new features of Microsoft's enhanced SharePoint Server 2010

With SharePoint Server, an organization's information can be organized and combined in a central, Web-based application. Featuring in-depth coverage on all of SharePoint Server 2010's new features, this authoritative resource provides you with solid timesaving techniques, fast solutions, and expert advice on connecting employees and managing data easily and efficiently. You'll explore ways SharePoint Server 2010 enhances corporate intranets and portals, proposal management portals, project management portals, team and customer collaboration sites, document management systems, and enterprise application integration portals.

  • Examines the newest updates and enhancements to the latest version of Microsoft SharePoint Server

  • Shares timesaving techniques, sophisticated solutions, and expert advice on how to manage data easily and efficiently with SharePoint Server 2010

  • Reviews ways to enhance portals, collaboration sites, and management systems

Featuring expert advice for content managers, project managers, administrators, and small business owners or managers who use SharePoint Server, Microsoft SharePoint Server 2010 Bible is a must-read.

Table of Contents

  1. Copyright
  2. Acknowledgments
  3. About the Author
  4. Credits
  5. Introduction
  6. I. Getting Started With SharePoint
    1. 1. Introducing SharePoint Products and Technologies
      1. 1.1. Exploring SharePoint Server 2010
      2. 1.2. Comparing Microsoft Office SharePoint Server 2007 and SPS 2010
      3. 1.3. Choosing between SPS and SharePoint Foundation (SF)
        1. 1.3.1. Comparing SPS and SF 2010
        2. 1.3.2. Considering organizational size
        3. 1.3.3. Meeting the requirements
          1. 1.3.3.1. Typical SharePoint Foundation requirements
          2. 1.3.3.2. Typical SPS requirements
      4. 1.4. Summary
    2. 2. Installing SharePoint
      1. 2.1. Planning Your SharePoint Deployment
        1. 2.1.1. Choosing your shared service application roles
        2. 2.1.2. Defining your SharePoint farm topology
          1. 2.1.2.1. Physical architecture key concepts
          2. 2.1.2.2. Choosing your portal topology
        3. 2.1.3. Considering Administrator Security Needs
        4. 2.1.4. Integrating with network infrastructure
          1. 2.1.4.1. Providing authentication
            1. 2.1.4.1.1. Active Directory
            2. 2.1.4.1.2. Pluggable authentication
            3. 2.1.4.1.3. Claims-based authentication
            4. 2.1.4.1.4. SQL Server authentication
          2. 2.1.4.2. Using SQL Server
          3. 2.1.4.3. Using Exchange Server
      2. 2.2. Installing Your SharePoint Farm Components
        1. 2.2.1. Installing prerequisite components
          1. 2.2.1.1. Checking the hardware and software requirements
          2. 2.2.1.2. Installing SQL Server
          3. 2.2.1.3. Running the SharePoint 2010 Preparation Tool
          4. 2.2.1.4. Preparing administrative accounts
        2. 2.2.2. Installing SharePoint
          1. 2.2.2.1. Installing on a single server with SQL Server Express
          2. 2.2.2.2. Installing SharePoint Foundation in a farm configuration
          3. 2.2.2.3. Installing SPS in a farm configuration
      3. 2.3. Central Administration Configuration
        1. 2.3.1. Configuring your SharePoint Farm
          1. 2.3.1.1. Configuring incoming/outgoing e-mail settings
          2. 2.3.1.2. Alternating access mapping
          3. 2.3.1.3. Configuring diagnostics logging
          4. 2.3.1.4. Backing up a SharePoint farm
          5. 2.3.1.5. Application configuration
            1. 2.3.1.5.1. Add administrator group to manage Web applications
            2. 2.3.1.5.2. Turn on self-service site creation
          6. 2.3.1.6. Associating Web applications and SSAs
          7. 2.3.1.7. Configuring Excel Services
      4. 2.4. Creating Top-Level Sites
      5. 2.5. Configuring a Site
      6. 2.6. Summary
    3. 3. Using Sites and Pages
      1. 3.1. Designing Your Site Structure
        1. 3.1.1. Defining site-related terms
        2. 3.1.2. Defining site collections and site maintenance policies
          1. 3.1.2.1. Defining site collections
          2. 3.1.2.2. Defining site maintenance policies
            1. 3.1.2.2.1. Creating site collection quotas
            2. 3.1.2.2.2. Defining site use confirmation and deletion parameters
      2. 3.2. Using Site Templates
        1. 3.2.1. Using collaboration templates
          1. 3.2.1.1. Team site template
          2. 3.2.1.2. Blank site template
          3. 3.2.1.3. Enterprise Wiki site
          4. 3.2.1.4. Blog
          5. 3.2.1.5. Records Center (SPS only)
          6. 3.2.1.6. Documents Center
          7. 3.2.1.7. Document workspace
          8. 3.2.1.8. Group Work site
        2. 3.2.2. Using publishing templates
          1. 3.2.2.1. Publishing site with workflow (SPS only)
          2. 3.2.2.2. Who This Book Is For
        3. 3.2.3. Using meeting templates
          1. 3.2.3.1. Basic meeting workspace
          2. 3.2.3.2. Blank meeting workspace
          3. 3.2.3.3. Decision meeting workspace
          4. 3.2.3.4. Social meeting workspace
          5. 3.2.3.5. Multipage meeting workspace
        4. 3.2.4. Using Enterprise site templates
          1. 3.2.4.1. Personalization site
          2. 3.2.4.2. Enterprise Search Center
          3. 3.2.4.3. Basic Search Center
          4. 3.2.4.4. FAST Search Center
        5. 3.2.5. Using Web Database site templates
        6. 3.2.6. Creating a custom site template
      3. 3.3. Implementing Your Site Structure
        1. 3.3.1. Creating your root sites
        2. 3.3.2. Implementing your friendly names
        3. 3.3.3. Implementing navigation
        4. 3.3.4. Turning on site features
      4. 3.4. Using Pages and Page Libraries
        1. 3.4.1. Modifying page content types
          1. 3.4.1.1. Adding site and server columns
            1. 3.4.1.1.1. Creating a site column at the server level
            2. 3.4.1.1.2. Creating a site column at the site level
          2. 3.4.1.2. Associating columns with content types
          3. 3.4.1.3. Creating a site content type
        2. 3.4.2. Modifying page layouts
          1. 3.4.2.1. Editing the page layouts using SharePoint Designer
          2. 3.4.2.2. Selecting the page layouts available in a page library
      5. 3.5. Using Site Pages and Site Assets
        1. 3.5.1. Modifying site pages
          1. 3.5.1.1. Creating a new site page
          2. 3.5.1.2. Editing a site page
        2. 3.5.2. Utilizing site assets
          1. 3.5.2.1. Adding files to site assets
          2. 3.5.2.2. Using site asset items in site pages
      6. 3.6. Summary
    4. 4. Using Lists and Libraries
      1. 4.1. Implementing SharePoint Lists and Libraries
        1. 4.1.1. Using the SharePoint list templates
          1. 4.1.1.1. Blank & Custom list templates
          2. 4.1.1.2. Communication list templates
          3. 4.1.1.3. Data list templates
          4. 4.1.1.4. Tracking list templates
          5. 4.1.1.5. Creating a list using a template
        2. 4.1.2. Using the SharePoint library templates
          1. 4.1.2.1. Content library templates
          2. 4.1.2.2. Data library templates
          3. 4.1.2.3. Creating a library using a template
        3. 4.1.3. Creating custom SharePoint lists
          1. 4.1.3.1. Creating custom lists in a Web page
          2. 4.1.3.2. Creating custom lists in Datasheet view
          3. 4.1.3.3. Importing spreadsheets to create custom lists
        4. 4.1.4. Configuring list and library settings
          1. 4.1.4.1. Configuring general settings
          2. 4.1.4.2. Adding ratings to your lists
          3. 4.1.4.3. Managing lists and configuring list permissions
          4. 4.1.4.4. Configuring communication settings for a list
        5. 4.1.5. Organizing content using folders
      2. 4.2. Customizing Lists and Libraries
        1. 4.2.1. Implementing custom columns
        2. 4.2.2. Creating lookup lists
        3. 4.2.3. Configuring list and library item security
      3. 4.3. Creating Views
        1. 4.3.1. Selecting the view type
        2. 4.3.2. Configuring view settings
        3. 4.3.3. Selecting and modifying views
      4. 4.4. Using List Web Parts
        1. 4.4.1. Adding a list Web Part
        2. 4.4.2. Modifying list Web Part views
        3. 4.4.3. Connecting Web Parts
      5. 4.5. Customizing a List Data Entry Form Using InfoPath 2010
      6. 4.6. Modifying Form Web Parts
        1. 4.6.1. Default New Form
        2. 4.6.2. Default Display Form
        3. 4.6.3. Default Edit Form
      7. 4.7. Summary
    5. 5. Using and Customizing Web Parts
      1. 5.1. Exploring Web Parts
      2. 5.2. Using Web Parts
        1. 5.2.1. Adding a Web Part to a Web Part page
        2. 5.2.2. Closing or deleting a Web Part from a Web Part page
          1. 5.2.2.1. Closing a Web Part
          2. 5.2.2.2. Deleting a Web Part
        3. 5.2.3. Configuring Web Parts
          1. 5.2.3.1. Modifying the Appearance settings
          2. 5.2.3.2. Modifying the Layout settings
          3. 5.2.3.3. Modifying the Advanced section
        4. 5.2.4. Connecting Web Parts
      3. 5.3. Understanding Web Part Galleries
        1. 5.3.1. Web Parts in common with SharePoint Foundation
          1. 5.3.1.1. Content Editor Web Part
          2. 5.3.1.2. HTML Form Web Part
          3. 5.3.1.3. Image Web Part
          4. 5.3.1.4. Image Viewer
          5. 5.3.1.5. Silverlight Web Part
          6. 5.3.1.6. Site Users
          7. 5.3.1.7. Page Viewer Web Part
          8. 5.3.1.8. Relevant documents
          9. 5.3.1.9. User tasks
          10. 5.3.1.10. XML Web Part
          11. 5.3.1.11. List View Web Part
          12. 5.3.1.12. Data View Web Part
        2. 5.3.2. Web Parts specific to SPS
          1. 5.3.2.1. Business Data
            1. 5.3.2.1.1. Business Data Actions
            2. 5.3.2.1.2. Business Data Connectivity Filter
            3. 5.3.2.1.3. Business Data Item
            4. 5.3.2.1.4. Business Data Item Builder
            5. 5.3.2.1.5. Business Data List
            6. 5.3.2.1.6. Business Data Related List
            7. 5.3.2.1.7. Chart Web Part
            8. 5.3.2.1.8. Excel Web Access
            9. 5.3.2.1.9. Status List
            10. 5.3.2.1.10. Indicator Details
            11. 5.3.2.1.11. Visio Web Access
          2. 5.3.2.2. Content Rollup
            1. 5.3.2.2.1. Categories
            2. 5.3.2.2.2. Content Query Web Part
            3. 5.3.2.2.3. Memberships
            4. 5.3.2.2.4. My Links
            5. 5.3.2.2.5. My SharePoint Sites
            6. 5.3.2.2.6. My Workspaces
            7. 5.3.2.2.7. RSS Viewer
            8. 5.3.2.2.8. SharePoint Documents
            9. 5.3.2.2.9. Site Aggregator
            10. 5.3.2.2.10. Sites in Category
            11. 5.3.2.2.11. Table of Contents
            12. 5.3.2.2.12. Web Analytics Web Part
            13. 5.3.2.2.13. WSRP Consumer Web Part
          3. 5.3.2.3. Filters
          4. 5.3.2.4. Forms
            1. 5.3.2.4.1. InfoPath Form Web Part
          5. 5.3.2.5. Media and Content
            1. 5.3.2.5.1. Media Web Part
            2. 5.3.2.5.2. Picture Library Slideshow
          6. 5.3.2.6. Outlook Web Access
            1. 5.3.2.6.1. My Calendar
            2. 5.3.2.6.2. My Contacts
            3. 5.3.2.6.3. My Inbox
            4. 5.3.2.6.4. My Mail Folder
            5. 5.3.2.6.5. My Tasks
          7. 5.3.2.7. Search
            1. 5.3.2.7.1. Advanced Search Box
            2. 5.3.2.7.2. Federated Results
            3. 5.3.2.7.3. People Refinement Panel
            4. 5.3.2.7.4. People Search Box
            5. 5.3.2.7.5. People Search Core Results
            6. 5.3.2.7.6. Refinement Panel
            7. 5.3.2.7.7. Related Queries
            8. 5.3.2.7.8. Search Box
            9. 5.3.2.7.9. Search Core Results
            10. 5.3.2.7.10. Search High Confidence Results
            11. 5.3.2.7.11. Search Paging
            12. 5.3.2.7.12. Search Statistics
            13. 5.3.2.7.13. Search Summary
            14. 5.3.2.7.14. Search Visual Best Bets
            15. 5.3.2.7.15. Top Federated Results
          8. 5.3.2.8. Social Collaboration
            1. 5.3.2.8.1. Ask Me About
            2. 5.3.2.8.2. Colleagues
            3. 5.3.2.8.3. Contact Details
            4. 5.3.2.8.4. In Common With You
            5. 5.3.2.8.5. Note Board
            6. 5.3.2.8.6. Organization Browser
            7. 5.3.2.8.7. Recent Activities
            8. 5.3.2.8.8. Recent Blog Posts
            9. 5.3.2.8.9. Tag Cloud
            10. 5.3.2.8.10. What's New
      4. 5.4. Managing Web Parts
        1. 5.4.1. Adding Web Parts to the Web Part Galleries
        2. 5.4.2. Deploying a Web Part to the Server Web Part Gallery
        3. 5.4.3. Deploying a Web Part to the Site Web Part Gallery
        4. 5.4.4. Removing Web Parts from the gallery
        5. 5.4.5. Exporting and importing Web Parts
      5. 5.5. Summary
  7. II. Configuring SharePoint Server
    1. 6. Using Personalization Features
      1. 6.1. Defining Personalization Features and Functions
        1. 6.1.1. Creating User Profiles
        2. 6.1.2. Targeting audiences
        3. 6.1.3. Exploring My Site
        4. 6.1.4. Using Personalization sites
      2. 6.2. Designing User Profiles and Memberships
        1. 6.2.1. Determining user profile fields
        2. 6.2.2. Establishing mapping between profile properties and your directory service
          1. 6.2.2.1. User Profile Service Application
          2. 6.2.2.2. Configure synchronization connections
          3. 6.2.2.3. Profile synchronization
            1. 6.2.2.3.1. Configure synchronization settings
            2. 6.2.2.3.2. Start profile synchronization
            3. 6.2.2.3.3. Scheduling profile synchronization
            4. 6.2.2.3.4. Profile mapping
        3. 6.2.3. Designing audiences
          1. 6.2.3.1. Targeting by list item or Web Part
          2. 6.2.3.2. Targeting content by using Trusted My Site host locations
        4. 6.2.4. Using Web Parts that filter by audience
        5. 6.2.5. Managing memberships
      3. 6.3. Managing Personalization Features
        1. 6.3.1. Managing user profiles and properties
        2. 6.3.2. Setting Profile Services policies
        3. 6.3.3. Configuring My Site settings
        4. 6.3.4. Configuring Trusted My Site host locations
        5. 6.3.5. Creating published links to Office clients
        6. 6.3.6. Configuring personalization links
        7. 6.3.7. Setting personalization services permissions
      4. 6.4. Managing My Sites
      5. 6.5. Searching for People
      6. 6.6. Summary
    2. 7. Searching and Retrieving Content
      1. 7.1. Configuring and Maintaining the Search and Indexing Components
        1. 7.1.1. Indexing content
          1. 7.1.1.1. Planning content sources
          2. 7.1.1.2. Implementing content sources
          3. 7.1.1.3. Implementing SSA settings for all sources
          4. 7.1.1.4. Implementing server name mappings
        2. 7.1.2. Configuring Search for your server farm
        3. 7.1.3. Configuring search scopes
          1. 7.1.3.1. Defining search scopes at the SSA
          2. 7.1.3.2. Copying SSA scopes for your site collection
          3. 7.1.3.3. Defining site collection search scopes and scope display groups
      2. 7.2. Tuning Search Results
        1. 7.2.1. Configuring relevance settings to prioritize content
        2. 7.2.2. Using managed properties
        3. 7.2.3. Implementing keywords
      3. 7.3. Customizing the Enterprise Search Center
      4. 7.4. Finding Content with Alerts
      5. 7.5. Summary
    3. 8. Workflow and Process Improvement
      1. 8.1. The Microsoft Office Workflow Environment
        1. 8.1.1. Windows Workflow Foundation
          1. 8.1.1.1. WF components
        2. 8.1.2. Windows SharePoint Services
          1. 8.1.2.1. Workflow templates
          2. 8.1.2.2. Association
      2. 8.2. Creating Basic Workflows
        1. 8.2.1. Out-of-the-box workflows in common with SFS
          1. 8.2.1.1. Configuring Three-State Workflow on an Issue Tracking list
          2. 8.2.1.2. Customize the Three-State workflow — settings and options
        2. 8.2.2. SharePoint Server out-of-the-box workflows
      3. 8.3. Using Office SharePoint Designer
        1. 8.3.1.
          1. 8.3.1.1. Using the Workflow Editor
            1. 8.3.1.1.1. Testing the New Candidate workflow
      4. 8.4. Creating Advanced Workflow Solutions with Visual Studio and InfoPath
        1. 8.4.1. Tutorial: Build a custom workflow
          1. 8.4.1.1. Prepare your environment
          2. 8.4.1.2. Wiki site and list creation
          3. 8.4.1.3. Create the Visual Studio project
          4. 8.4.1.4. InfoPath Form #1 creation — Workflow Association and Instantiation Form
          5. 8.4.1.5. InfoPath Form #2 creation — Workflow Form
          6. 8.4.1.6. Visual Studio Code Authoring/Programming
          7. 8.4.1.7. Deploying
          8. 8.4.1.8. Activating, Running, and Debugging
      5. 8.5. Summary
    4. 9. Extending Office Server
      1. 9.1. Developing Features for Office Server
        1. 9.1.1. Creating a feature.xml file
        2. 9.1.2. Using the element types
          1. 9.1.2.1. Element types for all scopes
          2. 9.1.2.2. Element type for farm, Web application, or site scopes
          3. 9.1.2.3. Element types for Web application scope
          4. 9.1.2.4. Element types for site scope
          5. 9.1.2.5. Element types for Web scope
      2. 9.2. Installing and Activating Feature Definitions
        1. 9.2.1. Installing the feature
        2. 9.2.2. Activating/deactivating features
      3. 9.3. Optimizing Excel Services
        1. 9.3.1. Configuring Excel Services settings
        2. 9.3.2. Adding trusted file locations
        3. 9.3.3. Defining trusted data connection libraries
        4. 9.3.4. Configuring trusted data providers
        5. 9.3.5. Adding user-defined function assemblies
      4. 9.4. Summary
    5. 10. Securing Office Server
      1. 10.1. Securing Servers and Farms
        1. 10.1.1. Internet/extranet portals and sites
          1. 10.1.1.1. Securing servers in an anonymous access environment
          2. 10.1.1.2. Enable anonymous access using central administration
          3. 10.1.1.3. Securing server-to-server communications during content publishing
          4. 10.1.1.4. Encrypting SPS SharePoint application connection strings
          5. 10.1.1.5. Configuring antivirus settings
          6. 10.1.1.6. Managing blocked file types
          7. 10.1.1.7. Architect your administrator security
      2. 10.2. Securing Client Communications
        1. 10.2.1. Authentication
        2. 10.2.2. Forms-based authentication
          1. 10.2.2.1. Web Single Sign-On using the Secure Store Service
        3. 10.2.3. Implementing SSL
          1. 10.2.3.1. Configuring SSL
            1. 10.2.3.1.1. Creating a new certificate
            2. 10.2.3.1.2. Assigning an existing certificate
            3. 10.2.3.1.3. Creating alternate access mappings
      3. 10.3. Securing Content
        1. 10.3.1. Team collaboration
        2. 10.3.2. Securing anonymous content
        3. 10.3.3. Enterprise portal/Intranet security
          1. 10.3.3.1. Turning site features on and off
          2. 10.3.3.2. Security groups
          3. 10.3.3.3. Creating a site with unique permissions
          4. 10.3.3.4. Breaking inheritance for an existing site
          5. 10.3.3.5. Creating a new permission level
          6. 10.3.3.6. Creating a new SharePoint group
        4. 10.3.4. Configuring list and library item security
      4. 10.4. Summary
  8. III. Content Management with SharePoint
    1. 11. Managing Web Content
      1. 11.1. Designing Web Pages
        1. 11.1.1. Working with master pages
        2. 11.1.2. Modifying a master page
        3. 11.1.3. Discovering page layouts
          1. 11.1.3.1. Content types
          2. 11.1.3.2. Creating custom page layouts
          3. 11.1.3.3. Creating pages
          4. 11.1.3.4. Associating page layouts with libraries
          5. 11.1.3.5. Enabling page scheduling
      2. 11.2. Implementing Web Content Workflow
        1. 11.2.1. Using the approval workflow
        2. 11.2.2. Deploying content between servers
        3. 11.2.3. Using site variations and language translations
      3. 11.3. Using Document Conversion
      4. 11.4. Managing Web Sites
        1. 11.4.1. Auditing activity
        2. 11.4.2. Configuring Web Analytics reporting
          1. 11.4.2.1. Configuring usage processing
          2. 11.4.2.2. Viewing Web Analytics for your web application
          3. 11.4.2.3. Viewing Web Analytics for a site collection
          4. 11.4.2.4. Viewing Web Analytics for a specific site
          5. 11.4.2.5. Analyzing the Web Analytics reports
        3. 11.4.3. Extending quotas
          1. 11.4.3.1. Configuring site quotas
          2. 11.4.3.2. Configuring quota templates
        4. 11.4.4. Deleting unused sites
      5. 11.5. Configuring Mobile Access
      6. 11.6. Summary
    2. 12. Implementing Records Management
      1. 12.1. Planning for Records Management
        1. 12.1.1. Planning overview
        2. 12.1.2. Creating file plans and policies
          1. 12.1.2.1. Defining a record
          2. 12.1.2.2. Documenting the file plan
          3. 12.1.2.3. Defining your policies
        3. 12.1.3. Determining how records are moved to the repository
      2. 12.2. Implementing a Records Repository Site and File Plan
        1. 12.2.1. The records repository site template
          1. 12.2.1.1. Record routing
          2. 12.2.1.2. Policy enforcement
          3. 12.2.1.3. Integration and extensibility
          4. 12.2.1.4. Holds
        2. 12.2.2. Tutorial: Records management deployment and configuration
          1. 12.2.2.1. Provisioning a records repository site
          2. 12.2.2.2. Creating the records storage location document libraries
          3. 12.2.2.3. Defining the records routing behavior for the record type
          4. 12.2.2.4. Testing the records routing using the Drop-Off library
          5. 12.2.2.5. Moving content from SharePoint Server 2010 sites to the Records Repository site
            1. 12.2.2.5.1. Configuring the connection to Records Repository settings
            2. 12.2.2.5.2. Sending content from a SharePoint site
        3. 12.2.3. Considerations for configuring permissions in the records repository site
      3. 12.3. Suspending Record Disposition with Holds
        1. 12.3.1. Creating a hold order
        2. 12.3.2. Searching for and placing relevant records on hold
        3. 12.3.3. Applying a hold to an individual record
        4. 12.3.4. Releasing a hold order
      4. 12.4. Managing a Records Management Program
        1. 12.4.1. Reviewing and resolving unclassified records
        2. 12.4.2. Managing missing metadata
        3. 12.4.3. Reviewing hold reports
      5. 12.5. Summary
    3. 13. Integrating Office System with SharePoint
      1. 13.1. Integrating with Office Applications
        1. 13.1.1. Saving files to SharePoint
          1. 13.1.1.1. Saving Office Documents to SharePoint
          2. 13.1.1.2. Adding SharePoint locations to Office applications
          3. 13.1.1.3. Check-in, check-out, and metadata capture
            1. 13.1.1.3.1. Check-in/check-out
            2. 13.1.1.3.2. Metadata capture
        2. 13.1.2. Publishing documents to SharePoint 2010
          1. 13.1.2.1. Publishing — Saving Office document to SharePoint
          2. 13.1.2.2. Publishing blogs from Word
          3. 13.1.2.3. Publishing — PowerPoint to slide library
          4. 13.1.2.4. Access integration
            1. 13.1.2.4.1. Publishing an Access database to a SharePoint Web database site
      2. 13.2. Integrating Outlook Features with SharePoint
        1. 13.2.1. Outlook integration with SharePoint tasks and contacts
          1. 13.2.1.1. Exploring Tasks list synchronization
          2. 13.2.1.2. Removing the Tasks list from Outlook
          3. 13.2.1.3. Add SharePoint contacts to your Outlook client
        2. 13.2.2. Access to SharePoint document libraries and discussions
        3. 13.2.3. Calendaring integration
          1. 13.2.3.1. Connect a SharePoint calendar to the Outlook client
          2. 13.2.3.2. Overlaying the SharePoint calendar with your Outlook calendar
        4. 13.2.4. RSS subscription
      3. 13.3. Using SharePoint Workspace with Office Server
        1. 13.3.1. Determining when to use SharePoint Workspace with SharePoint
        2. 13.3.2. SharePoint Workspace Account Configuration
        3. 13.3.3. Site synchronization
        4. 13.3.4. Check-in/check-out in SharePoint Workspace
      4. 13.4. Summary
  9. IV. SharePoint Server and Business Intelligence
    1. 14. Using SharePoint as a Business Intelligence Platform
      1. 14.1. Defining Business Intelligence for Your Organization
        1. 14.1.1. Identifying your BI scenarios
        2. 14.1.2. Identifying actions
      2. 14.2. Using PerformancePoint Services and Dashboard Designer
        1. 14.2.1. Creating a Business Intelligence Center site collection
        2. 14.2.2. Configuring PerformancePoint services
        3. 14.2.3. Defining data sources
        4. 14.2.4. Defining KPIs
        5. 14.2.5. Creating a scorecard
        6. 14.2.6. Creating an analytical chart
        7. 14.2.7. Creating a dashboard
      3. 14.3. Installing PowerPivot
        1. 14.3.1. PowerPivot for SharePoint Server installation
        2. 14.3.2. PowerPivot for Excel installation
      4. 14.4. Summary
    2. 15. Using Reporting Services and Report Libraries
      1. 15.1. Configuring the Reporting Environment
        1. 15.1.1. Configuring Reporting Services integration
          1. 15.1.1.1. Installing the SQL Server Reporting Services add-in for SharePoint Technologies 2010
          2. 15.1.1.2. Creating a SharePoint integrated Reporting Services database
          3. 15.1.1.3. Configuring the execution account
          4. 15.1.1.4. Configuring the Reporting Services settings in SharePoint
          5. 15.1.1.5. Adding reporting services content types
        2. 15.1.2. Configuring the Report Library as a trusted location
      2. 15.2. Managing Data Sources, Models, and Data Connections
        1. 15.2.1. Creating and uploading data connections
        2. 15.2.2. Creating data sources and data models
      3. 15.3. Managing Reports and Models
        1. 15.3.1. Managing reports
          1. 15.3.1.1. Uploading reports
          2. 15.3.1.2. Managing subscriptions
            1. 15.3.1.2.1. Adding a report subscription
            2. 15.3.1.2.2. Adding a report subscription for a file shared
            3. 15.3.1.2.3. Creating a report subscription for caching
          3. 15.3.1.3. Managing data sources
          4. 15.3.1.4. Managing parameters
          5. 15.3.1.5. Managing processing options
          6. 15.3.1.6. Viewing and creating snapshots
        2. 15.3.2. Managing models
          1. 15.3.2.1. Viewing dependent items
          2. 15.3.2.2. Managing clickthrough reports
          3. 15.3.2.3. Managing model item security
          4. 15.3.2.4. Regenerating a data model
      4. 15.4. Implementing the Report Viewer Web Part
        1. 15.4.1. Adding and configuring the Report Viewer Web Part
        2. 15.4.2. Connecting the Report Viewer Web Part to a filter Web Part
      5. 15.5. Summary
    3. 16. Using Status Lists to Implement KPIs
      1. 16.1. Defining Your Key Performance Indicators
        1. 16.1.1. Defining indicators
        2. 16.1.2. Driving users to action
        3. 16.1.3. Designing KPI Web Parts for your sites
          1. 16.1.3.1. Showing data using the Status Indicator Web Part
          2. 16.1.3.2. Showing data using the Indicator Details Web Part
      2. 16.2. Implementing Status List KPIs from SharePoint Lists
        1. 16.2.1. Identifying the SharePoint source and view
        2. 16.2.2. Determining the KPI calculation
        3. 16.2.3. Determining values for goals and warnings
      3. 16.3. Implementing Status List KPIs from Excel
        1. 16.3.1. Identifying your Excel KPI source
        2. 16.3.2. Configuring a trusted source for your Excel storage location
        3. 16.3.3. Creating your KPI from an Excel worksheet
      4. 16.4. Implementing Status List KPIs from Analysis Services
        1. 16.4.1. Creating an Office data connection to your Analysis Services cube
        2. 16.4.2. Creating an indicator from data in SQL Server 2008 Analysis Services
      5. 16.5. Implementing Status List KPIs Manually
      6. 16.6. Summary
    4. 17. Implementing Business Data Connectivity Services
      1. 17.1. Identifying Your Business Data
        1. 17.1.1. Identifying data sources
        2. 17.1.2. Identifying scenarios and goals
        3. 17.1.3. Defining your entities
        4. 17.1.4. Defining associations
      2. 17.2. Defining Business Data Models
        1. 17.2.1. Creating external content types using SharePoint Designer
        2. 17.2.2. Creating BSC Models using Visual Studio 2010
        3. 17.2.3. Setting permissions on BCS external content types
        4. 17.2.4. Creating profile pages on BCS external content types
      3. 17.3. Implementing Single Sign-On Using the Secure Store Service
      4. 17.4. Configuring Business Data Search
        1. 17.4.1. Adding a content source
        2. 17.4.2. Mapping metadata properties
        3. 17.4.3. Creating a search scope
        4. 17.4.4. Adding a custom search page
      5. 17.5. Integrating Business Data with Lists and Sites
        1. 17.5.1. Adding business data to lists
        2. 17.5.2. Integrating business data on your site
          1. 17.5.2.1. Business Data List Web Part
          2. 17.5.2.2. Business Data Item Web Part
          3. 17.5.2.3. Business Data Related List Web Part
          4. 17.5.2.4. Business Data Actions Web Part
          5. 17.5.2.5. Business Data Item Builder Web Part
      6. 17.6. Summary
  10. V. Customizing SharePoint
    1. 18. Implementing Content Types
      1. 18.1. Defining Content Types
        1. 18.1.1. Content type hierarchy
        2. 18.1.2. Creating content types from other content types
        3. 18.1.3. Property integration with Office 2010
        4. 18.1.4. Using site columns
      2. 18.2. Creating Custom Content Types and Site Columns
        1. 18.2.1.
          1. 18.2.1.1. Step 1: Create site columns
          2. 18.2.1.2. Step 2: Create site content type
          3. 18.2.1.3. Step 3: Configure template to use for column type
          4. 18.2.1.4. Step 4: Create a new team site and document library
          5. 18.2.1.5. Step 5: Associate the content type with a document library
        2. 18.2.2. Using the object model to update content types
        3. 18.2.3. Extending content types
      3. 18.3. Content Types and Workflows
      4. 18.4. Summary
    2. 19. Using SharePoint Designer
      1. 19.1. Exploring SharePoint Designer
      2. 19.2. Examining Key Features
        1. 19.2.1. Automatic CSS style generation
        2. 19.2.2. No code Read/Write Data View Web Part and forms
        3. 19.2.3. No-code workflow creation
        4. 19.2.4. Working with enhanced management capabilities
        5. 19.2.5. Defining Contributor Settings and SharePoint roles
      3. 19.3. Customizing SharePoint Sites
        1. 19.3.1. Opening a SharePoint site from SharePoint Designer 2010
        2. 19.3.2. Editing a site in SharePoint Designer
        3. 19.3.3. Editing and publishing master pages
        4. 19.3.4. Common SharePoint customizations
          1. 19.3.4.1. Publishing your company logo and brand to your SharePoint sites
          2. 19.3.4.2. Add a global footer to your site
        5. 19.3.5. Cascading style sheets
          1. 19.3.5.1. Customize the default style sheet
          2. 19.3.5.2. Reverting back to the default SharePoint styles
          3. 19.3.5.3. Attaching a style sheet to another single site
          4. 19.3.5.4. Apply a style sheet to a site and all of its subsites
          5. 19.3.5.5. Configure a subsite to inherit styles from its parent site
        6. 19.3.6. Content pages
          1. 19.3.6.1. Creating a content page from a master page and adding Web Part zones
        7. 19.3.7. Page layout and design
          1. 19.3.7.1. Open a page layout for editing
          2. 19.3.7.2. Add custom content to a page layout
          3. 19.3.7.3. Insert a page field
          4. 19.3.7.4. Insert a content field
        8. 19.3.8. Web Part zones and Web Part customization
          1. 19.3.8.1. Web Parts located in Web Part zones
          2. 19.3.8.2. Web Parts not located in a Web Part zone
          3. 19.3.8.3. Insert and customize a Web Part zone
          4. 19.3.8.4. Deleting a Web Part zone
          5. 19.3.8.5. Add and configure a Web Part
      4. 19.4. Summary
    3. 20. Using the Data View Web Part
      1. 20.1. Importing and Displaying Data
        1. 20.1.1. Defining data sources
          1. 20.1.1.1. Adding SharePoint lists and libraries data sources
          2. 20.1.1.2. Defining database connection data sources
          3. 20.1.1.3. Adding XML files
          4. 20.1.1.4. Connecting to REST Web Services (server-side scripts or RSS feeds)
          5. 20.1.1.5. Connecting to a SOAP Web service data source
          6. 20.1.1.6. Creating linked sources
        2. 20.1.2. Implementing the Data View Web Part
          1. 20.1.2.1. Inserting a data view
          2. 20.1.2.2. Inserting a linked source joined data view
      2. 20.2. Customizing the Data View Presentation
        1. 20.2.1. Filtering your data
        2. 20.2.2. Sorting and grouping your data
        3. 20.2.3. Applying conditional formatting
        4. 20.2.4. Connecting Data View Web Parts
        5. 20.2.5. Modifying columns
        6. 20.2.6. Styling data views
      3. 20.3. Using XPath Expressions
      4. 20.4. Summary
  11. VI. SharePoint Solution Scenarios
    1. 21. Intranet Portal Solution Scenario
      1. 21.1. Scenario Background
      2. 21.2. Solution Requirements
      3. 21.3. Solution Overview
      4. 21.4. Implementing the Solution
        1. 21.4.1. Enabling self-service site creation
        2. 21.4.2. Creating an Enterprise Wiki site collection
        3. 21.4.3. Creating a custom sales pipeline list
          1. 21.4.3.1. Creating an External Content Type for customer contacts
          2. 21.4.3.2. Creating sales pipeline list
          3. 21.4.3.3. Creating sales pipeline list views
        4. 21.4.4. Standardizing project documentation
          1. 21.4.4.1. Creating site columns
          2. 21.4.4.2. Creating a site content type
          3. 21.4.4.3. Adding a template to the content type
          4. 21.4.4.4. Creating a Project Team site
          5. 21.4.4.5. Creating a custom site template for projects
        5. 21.4.5. Create project status tracking for PMs
          1. 21.4.5.1. Creating a project status list
          2. 21.4.5.2. Creating the milestone tracking list
          3. 21.4.5.3. Creating the project central list view
        6. 21.4.6. Executive Indicators
          1. 21.4.6.1. Creating the sales views to support Indicators
          2. 21.4.6.2. Creating sales Indicators
          3. 21.4.6.3. Creating projects Indicators
          4. 21.4.6.4. Adding the Status List Web Part to the Management home page
        7. 21.4.7. Creating an accounting dashboard
          1. 21.4.7.1. Create an invoicing list by importing a spreadsheet
          2. 21.4.7.2. Publishing a reporting services report to the report library
          3. 21.4.7.3. Creating a dashboard page
          4. 21.4.7.4. Implementing the Data View Web Part for the invoicing list
          5. 21.4.7.5. Adding the Report view Web Part and connecting the filters
        8. 21.4.8. Excel Services
          1. 21.4.8.1. Adding trusted file locations
          2. 21.4.8.2. Publishing resource Excel file
        9. 21.4.9. Configuring file share content source
        10. 21.4.10. Configure the portal as an extranet portal
          1. 21.4.10.1. Configuring SSL
          2. 21.4.10.2. Creating alternate access mapping
      5. 21.5. Summary
    2. 22. Internet Portal Solution Scenario
      1. 22.1. Scenario Background
      2. 22.2. Solution Overview
      3. 22.3. Implementing the Solution
        1. 22.3.1. Publishing allowed only to staging server
          1. 22.3.1.1. Creating content deployment path
          2. 22.3.1.2. Creating a content deployment job
        2. 22.3.2. Enabling anonymous access
          1. 22.3.2.1. Enable anonymous access using central administration
          2. 22.3.2.2. Enabling anonymous access in the site
        3. 22.3.3. Creating a professional Internet presence
          1. 22.3.3.1. Customizing the master page with a company logo
          2. 22.3.3.2. Add a global footer to your site
        4. 22.3.4. Creating global navigation
          1. 22.3.4.1. Building the site structure
          2. 22.3.4.2. Modifying the global navigation
        5. 22.3.5. Creating a press release publishing process
          1. 22.3.5.1. Creating a site column for press releases
          2. 22.3.5.2. Creating a Press Release custom content type
          3. 22.3.5.3. Creating page layouts in SharePoint Designer
          4. 22.3.5.4. Associating page layouts with libraries
          5. 22.3.5.5. Enabling page scheduling
          6. 22.3.5.6. Creating pages
          7. 22.3.5.7. Using the Content Query Web Part
        6. 22.3.6. Configuring press release archive
          1. 22.3.6.1. Provisioning a Records Repository site
          2. 22.3.6.2. Create the records storage location document libraries
          3. 22.3.6.3. Define the records routing behavior for the record type
          4. 22.3.6.4. Configure the connection to Records Center settings
        7. 22.3.7. Configuring bug tracking indicators
          1. 22.3.7.1. Creating the sales views to support Indicators
          2. 22.3.7.2. Creating bug Indicators
          3. 22.3.7.3. Adding the Status List Web Part to the Management home page
        8. 22.3.8. Configuring the technical article workflow process
        9. 22.3.9.
          1. 22.3.9.1. Create a site content type for the technical article
          2. 22.3.9.2. Adding workflow to your Technical Article content type
          3. 22.3.9.3. Creating page layouts in SharePoint Designer
          4. 22.3.9.4. Associating page layouts with libraries
          5. 22.3.9.5. Using the Content Query Web Part
        10. 22.3.10. Configuring site variations
          1. 22.3.10.1. Configuring variation support
          2. 22.3.10.2. Configure site variation labels
        11. 22.3.11. Enabling auditing
      4. 22.4. Summary