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SharePoint 2010 Enterprise Architect's Guidebook

Book Description

Tips and techniques for becoming a successful SharePoint architect

If you're eager to design and architect a successful deployment of SharePoint 2010, then this is the book for you. Packed with real-world experiences and solid processes, this guidebook provides you with everything you need to perform for designing and architecting enterprise portal services. Helpful examples examine the common design issues affecting SharePoint 2010 environments that can cause deployments to fail so you can learn what to avoid. Plus, key development and deployment issues are covered from an architecture perspective and backup and disaster recovery planning are described at length.

  • Details the skills and attributes necessary in order to design and architect successful SharePoint 2010 deployments

  • Provides real-world scenarios and helpful examples of various types of enterprise portal services

  • Discusses corporate Intranet service, enterprise content management, team collaboration services, enterprise search service, and more

  • Addresses marketing your SharePoint 2010 solution to users to ensure they are aware of the services you provide

  • With SharePoint 2010 Enterprise Architect's Guidebook, you'll quickly discover the requirements for designing a successful SharePoint 2010 deployment.

    Table of Contents

    1. Cover Page
    2. Title Page
    3. Copyright
    4. Dedication
    5. ABOUT THE AUTHORS
    6. ABOUT THE CONTRIBUTORS
    7. ABOUT THE TECHNICAL EDITORS
    8. CREDITS
    9. Acknowledgments
    10. PROFESSIONAL SHAREPOINT® 2010 ENTERPRISE ARCHITECT'S GUIDEBOOK
    11. Contents
    12. Foreword
    13. INTRODUCTION
      1. WHO THIS BOOK IS FOR
      2. WHAT THIS BOOK COVERS
      3. WHAT YOU NEED TO USE THIS BOOK
      4. CONVENTIONS
      5. ERRATA
      6. P2P.WROX.COM
    14. PART I: SharePoint Architect Knowledge Requirements
      1. 1: A Digital Workforce for a Digital Age
        1. UNDERSTANDING ENTERPRISE 2.0 AND SHAREPOINT 2010
        2. UNDERSTANDING SHAREPOINT'S VALUE PROPOSITION
        3. SUMMARY
      2. 2: Understanding the Enterprise Landscape
        1. REVIEWING THE BUSINESS LANDSCAPE
        2. REVIEWING THE TECHNOLOGY LANDSCAPE
        3. REVIEWING THE LEGAL LANDSCAPE
        4. REVIEWING THE INFORMATION LANDSCAPE
        5. REVIEWING THE END-USER LANDSCAPE
        6. GATHERING ISSUES AND METRICS
        7. Summary
      3. 3: Supporting Technology Knowledge Requirements
        1. INFRASTRUCTURE TECHNOLOGIES
        2. DEVELOPMENT TECHNOLOGIES
        3. MICROSOFT OFFICE TECHNOLOGIES
        4. COMPLEMENTARY THIRD-PARTY TECHNOLOGIES
        5. SUMMARY
      4. 4: Design Principles for Successful Deployments
        1. DETERMINING THE DESIRED SOLUTION
        2. DETERMINING SOLUTION CHARACTERISTICS
        3. UNDERSTANDING SHAREPOINT PROJECT MANAGEMENT
        4. DESIGNING FOR STORAGE
        5. DESIGNING FOR GOVERNANCE
        6. DESIGNING FOR IT
        7. DESIGNING FOR USERS
        8. DESIGNING FOR INFORMATION WORKERS
        9. DESIGNING THE INFORMATION ARCHITECTURE
        10. INVOLVING KEY USERS
        11. SUMMARY
      5. 5: Learning How Microsoft Uses SharePoint 2010
        1. KEY SITES AND SERVICES
        2. THE MICROSOFT IT SHAREPOINT “DOGFOODING” EXPERIENCE
        3. BUSINESS CONTINUITY MANAGEMENT
        4. VIRTUALIZATION
        5. GOVERNANCE AND LIFE-CYCLE MANAGEMENT
        6. SUMMARY
    15. PART II: The SharePoint 2010 Platform
      1. 6: SharePoint Fundamentals
        1. INTRODUCING THE SHAREPOINT FARM
        2. INTRODUCING SITE COLLECTIONS AND SITES
        3. INTRODUCING LIBRARIES, LISTS, AND LIST ITEMS
        4. LICENSING AND SOFTWARE VERSIONS
        5. SUMMARY
      2. 7: Evolution of SharePoint
        1. SHAREPOINT 2001 — FROM THE BIRTHING POOL
        2. SHAREPOINT 2003 — GROWING PAINS
        3. SHAREPOINT 2007 — COMING OF AGE
        4. SUMMARY
      3. 8: SharePoint 2010 Features and Capabilities
        1. PUBLISHING SERVICES
        2. INFORMATION SERVICES
        3. COLLABORATION SERVICES
        4. SEARCH SERVICES
        5. INDIVIDUAL AND SOCIAL NETWORKING SERVICES
        6. BUSINESS CONNECTIVITY SERVICES
        7. BUSINESS INTELLIGENCE SERVICES
        8. WORKFLOW AND FORMS SERVICES
        9. SUMMARY
      4. 9: Understanding SharePoint 2010 Service Applications
        1. SERVICE APPLICATION MODEL
        2. SERVICE APPLICATIONS LIFE CYCLE
        3. ARCHITECTURAL PRINCIPLES
        4. SUMMARY
      5. 10: SharePoint 2010 Platform Architectures
        1. SERVER FARM TOPOLOGIES
        2. SERVICE APPLICATION TOPOLOGIES
        3. SEARCH TOPOLOGIES
        4. GEOGRAPHICALLY DISTRIBUTED DEPLOYMENTS
        5. SELECTING AN ARCHITECTURE
        6. SCALING YOUR ARCHITECTURE
        7. SUMMARY
      6. 11: Working with Internal and External Data in SharePoint 2010
        1. MANIPULATING INTERNAL DATA
        2. INTEGRATING EXTERNAL DATA
        3. LIST DATA PLATFORM CAPABILITIES
        4. BUSINESS CONNECTIVITY SERVICES
        5. DATA INTEGRATION EXTENSIBILITY
        6. AGGREGATION
        7. WORKING WITH DATA
        8. INCORPORATING CLOUD DATA AND COMPUTE SERVICES
        9. TAKING BUSINESS DATA OFFLINE
        10. SUMMARY
    16. PART III: Architecting Enterprise Portal Services
      1. 12: Defining Your SharePoint 2010 Portal Strategy
        1. THE EXAMPLE SCENARIO
        2. REVIEW THE BUSINESS ENVIRONMENT
        3. ENGAGE KEY STAKEHOLDERS
        4. DEFINE PORTAL CAPABILITIES AND BLUEPRINT
        5. BUILD YOUR ENTERPRISE PORTAL STRATEGY
        6. DEFINE YOUR ROAD MAP
        7. AGREE ON STAKEHOLDER RESPONSIBILITIES
        8. BEST PRACTICES
        9. SUMMARY
      2. 13: Getting Started with Your Program and Projects
        1. REQUIREMENTS ACTIVITIES
        2. TECHNICAL DESIGN ACTIVITIES
        3. EARLY TECHNICAL LEADERSHIP ACTIVITIES
        4. PROGRAM AND PROJECT MANAGEMENT ACTIVITIES
        5. BUSINESS CHANGE AND ADOPTION ACTIVITIES
        6. SUMMARY
      3. 14: Designing Your Information Architecture
        1. UNDERSTANDING YOUR SCOPE, CAPABILITIES, AND CONSTRAINTS
        2. ASSESSING YOUR BUSINESS INFORMATION MATURITY LEVEL
        3. DEFINING YOUR PERSONAS AND SCENARIOS
        4. DEFINING YOUR ENTERPRISE METADATA MANAGEMENT REQUIREMENTS
        5. DEFINING YOUR SHAREPOINT 2010 CONTAINMENT MODEL
        6. DESIGNING FOR GOVERNANCE
        7. DEFINING YOUR SEARCH EXPERIENCE
        8. DEFINING YOUR NAVIGATION EXPERIENCE
        9. DEFINING YOUR PEOPLE EXPERIENCE
        10. DEFINING YOUR VISUAL EXPERIENCE
        11. DEFINING YOUR CUSTOM FUNCTIONALITY
        12. PLANNING FOR CONTENT MIGRATION
        13. REFINING YOUR DESIGN
        14. SUMMARY
      4. 15: Designing Your Solution Architecture
        1. DEFINING THE ROLES AND RESPONSIBILITIES OF A SOLUTION ARCHITECT
        2. DESIGNING YOUR SITE SOLUTION ARCHITECTURE
        3. UNDERSTANDING COMMON SOLUTION PATTERNS AND DESIGN OPTIONS
        4. DESIGNING YOUR CUSTOM BUSINESS SOLUTIONS
        5. DOCUMENTING YOUR SOLUTION ARCHITECTURE AND DESIGN
        6. SUMMARY
      5. 16: Designing Your Infrastructure Architecture
        1. DESIGNING YOUR DATA CENTER SERVICES
        2. PERFORMING A NETWORK IMPACT ASSESSMENT
        3. ESTIMATING YOUR FARM'S CAPACITY AND PERFORMANCE REQUIREMENTS
        4. DESIGNING YOUR LOGICAL AND PHYSICAL ARCHITECTURE
        5. PLANNING YOUR APPLICATION INFRASTRUCTURE TECHNOLOGIES
        6. PLANNING YOUR CONFIGURATION MANAGEMENT
        7. PLANNING YOUR OPERATIONS MANAGEMENT
        8. SUMMARY
      6. 17: Designing Your Storage Layer
        1. DETERMINING BUSINESS AND APPLICATION REQUIREMENTS
        2. PLANNING STORAGE CONFIGURATIONS
        3. PLANNING STORAGE SCALABILITY
        4. PLANNING DATA PROTECTION
        5. RAID
        6. SQL SERVER PLANNING
        7. DATABASE LAYOUT PLANNING
        8. WINDOWS SERVER 2008 R2
        9. SUMMARY
      7. 18: Developing, Testing, and Deploying Your SharePoint 2010 Solution
        1. DECIDING ON WHAT ARCHITECTURAL APPROACH TO USE
        2. APPLICATION LIFE CYCLE MANAGEMENT IN SHAREPOINT 2010
        3. SHAREPOINT ENVIRONMENTS AND DEPLOYMENT FLOW BETWEEN ENVIRONMENTS
        4. PLANNING PORTAL LIFE CYCLE AND MANAGEMENT
        5. HANDLING DEVELOPMENT TEAMS
        6. SUMMARY
      8. 19: Designing Your Authentication and Authorization Model
        1. CLAIMS IN SHAREPOINT SERVER 2010
        2. CLASSIC-MODE AUTHENTICATION IN SHAREPOINT 2010
        3. PLANNING FOR CLAIMS
        4. SUMMARY
      9. 20: Defining Your Governance Model and Approach
        1. UNDERSTANDING GOVERNANCE
        2. UNDERSTANDING GOVERNANCE MODELS
        3. UNDERSTANDING GOVERNANCE PRINCIPLES
        4. UNDERSTANDING GOVERNANCE GUIDELINES
        5. UNDERSTANDING ROLES
        6. BEST PRACTICES
        7. SUMMARY
      10. 21: Defining Your Business Continuity Management Plan
        1. DEFINING YOUR BUSINESS CONTINUITY REQUIREMENTS
        2. DESIGNING YOUR BACKUP AND RECOVERY STRATEGY
        3. DESIGNING YOUR AVAILABILITY STRATEGY
        4. DESIGNING YOUR DISASTER RECOVERY STRATEGY
        5. DOCUMENTATION
        6. BEST PRACTICES
        7. SUMMARY
      11. 22: Designing for Cloud-Based Solutions and Multi-Tenancy Services
        1. CLOUD-BASED SOLUTIONS
        2. SHAREPOINT ON PREMISE
        3. SUMMARY
      12. 23: Designing Virtualized Deployments
        1. UNDERSTANDING VIRTUALIZATION
        2. ON-PREMISE VM TECHNOLOGIES
        3. CLOUD-BASED VM HOSTING TECHNOLOGIES
        4. UNDERSTANDING THE SHAREPOINT 2010 ROLES YOU CAN VIRTUALIZE
        5. LOOKING AT A RECOMMENDED DEPLOYMENT APPROACH
        6. AN EXAMPLE DEPLOYMENT SCENARIO
        7. BEST PRACTICES
        8. SUMMARY
    17. PART IV: Real-World Service Design Considerations
      1. 24: Intranet and Internet Publishing Services
        1. SHAREPOINT 2010 PUBLISHING FEATURES
        2. BRANDING PUBLISHING SITES
        3. MANAGING PUBLISHING CONTENT
        4. PLANNING SITE NAVIGATION
        5. DEPLOYING PUBLISHING SITES
        6. SUMMARY
      2. 25: Corporate Information Services
        1. DESIGNING CORPORATE INFORMATION SERVICES
        2. WORKING WITH DOCUMENTS
        3. DOCUMENT MANAGEMENT IN THE ENTERPRISE
        4. SHAREPOINT SOFTWARE BOUNDARIES
        5. SUMMARY
      3. 26: Business Collaboration Services
        1. INTRODUCING BUSINESS COLLABORATION FEATURES
        2. KEY BUSINESS CHALLENGES
        3. COMMON BUSINESS SCENARIOS
        4. KEY ARCHITECTURAL CONSIDERATIONS
        5. SUMMARY
      4. 27: Enterprise Search Services
        1. GETTING TO KNOW SHAREPOINT 2010 SEARCH FEATURES
        2. GETTING TO KNOW FAST SEARCH FOR SHAREPOINT FEATURES
        3. UNDERSTANDING THE SHAREPOINT 2010 SEARCH ARCHITECTURE
        4. UNDERSTANDING CONTENT SOURCES
        5. UNDERSTANDING FEDERATION
        6. KEY BUSINESS CHALLENGES WITH ENTERPRISE SEARCH
        7. SEARCH USER EXPERIENCE
        8. PLANNING FOR SCALE AND REDUNDANCY
        9. OPTIMIZING SEARCH PERFORMANCE
        10. OPTIMIZING SEARCH RELEVANCY
        11. SUMMARY
      5. 28: Individual and Social Networking Features
        1. PERSONALIZATION
        2. COLLEAGUES, ORGANIZATIONS, AND MEMBERSHIPS
        3. BLOGS AND WIKIS
        4. TAGGING, RATINGS, AND NOTES
        5. KEY BUSINESS CHALLENGES
        6. ADVANCED BUSINESS SCENARIOS
        7. KEY ARCHITECTURAL CONSIDERATIONS
        8. RECOMMENDED APPROACH
        9. Focusing on Business Drivers and Requirements
        10. GOOD PRACTICES
        11. SUMMARY
      6. 29: Business Connectivity Services
        1. INTRODUCING BUSINESS CONNECTIVITY SERVICES
        2. WHY YOU SHOULD CARE ABOUT BCS
        3. MOLDING YOUR BCS SOLUTIONS
        4. BUILDING BCS SOLUTIONS USING SHAREPOINT DESIGNER
        5. BUILDING BCS SOLUTIONS USING VISUAL STUDIO
        6. ADMINISTRATING THE BCS SERVICE APPLICATION
        7. SECURITY
        8. SUMMARY
      7. 30: Business Intelligence Services
        1. UNDERSTANDING BUSINESS INTELLIGENCE
        2. UNDERSTANDING INFORMATION STORAGE AND RETRIEVAL
        3. AFFINITIES BETWEEN A SHAREPOINT LIST AND DATABASE
        4. STRUCTURED VERSUS UNSTRUCTURED DATA
        5. GETTING STARTED WITH BUSINESS INTELLIGENCE
        6. USING EXCEL SERVICES
        7. USING POWERPIVOT FOR EXCEL
        8. USING POWERPIVOT FOR SHAREPOINT
        9. USING PERFORMANCEPOINT SERVICES
        10. USING REPORTING SERVICES
        11. USING VISIO SERVICES
        12. USING ACCESS SERVICES
        13. OTHER SOLUTIONS TO RETRIEVE DATA
        14. SECURITY
        15. SUMMARY
      8. 31: Forms Services and Workflow
        1. WHAT IS A FORM?
        2. WHAT IS A WORKFLOW?
        3. USING FORMS AND WORKFLOW TOGETHER
        4. DETERMINING IF INFOPATH IS THE RIGHT CHOICE
        5. UNDERSTANDING BROWSER-BASED FORMS
        6. UNDERSTANDING INFOPATH XSN AND XML FILES
        7. USING INFOPATH FORMS IN SHAREPOINT
        8. WORKING WITH DATA IN INFOPATH
        9. INFOPATH DEPLOYMENT
        10. WORKFLOW IN SHAREPOINT 2010
        11. WORKFLOW TASKS
        12. WORKFLOW HISTORY
        13. SEQUENTIAL WORKFLOW VERSUS STATE MACHINE WORKFLOW
        14. WORKFLOW TOOLS
        15. Visio 2010
        16. DEVELOPING, CONFIGURING, OR REUSING WORKFLOWS
        17. SUMMARY
      9. 32: Records Management Services
        1. UNDERSTANDING RECORDS MANAGEMENT
        2. USING A FILE PLAN
        3. INTRODUCING SHAREPOINT RECORDS MANAGEMENT FEATURES
        4. KEY BUSINESS CHALLENGES
        5. KEY SHAREPOINT ARCHITECTURAL CONSIDERATIONS
        6. COMMON BUSINESS SCENARIOS
        7. RECOMMENDED APPROACH
        8. BEST PRACTICES
        9. SUMMARY
    18. INDEX