Professional SharePoint 2010 Administration

Foreword xxxi

Introduction xxxiii

Chapter 1: What’s New in SharePoint 2010 1

Installation 1

Central Administration 5

Service Applications 7

Windows Identity Foundation and Claims 8

Health and Monitoring 8

Managing SharePoint 2010 with Windows PowerShell 10

Managed Accounts 11

Recovering from Disaster 11

The New and Improved User Experience 12

Summary 13

Chapter 2: The New and Improved User Experience 15

Browser Support 16

Changes to the SharePoint 2010 User Interface 17

Creating a Site 20

Lists and Libraries in SharePoint 2010 21

Working with SharePoint Pages 39

Using Site Templates in SharePoint 2010 48

Multilingual User Interface 51

Summary 58

Architecture a Chapter 3: nd Capacity Planning 59

What’s in a Name? 60

Other Servers 64

Hardware Requirements 68

Terminology 76

Controlling Deployments 80

Summary 83

Chapter 4: Installing and Configuring SharePoint 2010 85

The Prerequisites Installer 86

Running Setup.exe 88

Using the SharePoint 2010 Wizards 95

Central Administration Post-Setup Configuration 101

Step-by-Step Install 102

Creating Something Users Can Use 108

Summary 112

Chapter 5: Upgrading from SharePoint 2007 to SharePoint 2010 113

Upgrade Considerations 113

In-Place Upgrade 117

Database Attach 128

Hybrid Upgrades 132

Database Attach with AAM Redirect 133

Other Upgrade Options 134

Patching SharePoint 2010 138

Summary 140

Chapter 6: Using the New Central Administration 141

A Quick Overview of the New Central Administration Interface 141

First Things First 143

Central Administration Categories 146

Summary 166

Understanding the Chapter 7: Service Application Architecture 167

Farewell to the Shared Services Provider 168

Service Application Fundamentals 170

Service Application Administration 177

Multi-Tenancy in SharePoint 2010 188

Summary 193

Chapter 8: Securing and Managing Site Content 195

Reviewing the Terminology 196

Administration Hierarchy in SharePoint 2010 197

Understanding Permissions 201

Permission Levels 205

Security Groups 211

Granting Permissions 220

Web Application Policy 224

Summary 225

Chapter 9: Claims-Based Authentication 227

Claims-Based Identity 227

SharePoint Authentication Options 231

Creating Claims-Based Web Applications 232

Summary 246

Chapter 10: Administering SharePoint 2010 with Windows PowerShell 247

Introduction to Windows PowerShell 248

Microsoft SharePoint 2010 Management Shell and Other Hosts 248

Commands 252

Basic PowerShell 253

Using SharePoint Commands 261

Summary 281

Chapter 11: Managing Navigation and Understanding Governance 283

Navigation 284

SharePoint Governance 294

Summary 301

Chapter 12: Configuring SharePoint 2010 for High Availability Backups 303

Determining Your Business Requirements 303

Content Recovery 305

Disaster Recovery 324

High Availability 341

Summary 348

Chapter 13: Using Features and Solution Packages 349

Using SharePoint 2010 Features 350

Solutions 359

Summary 369

Chapter 14: Configuring and Managing Enterprise Search 371

The Different Versions of Search 372

SharePoint Foundation Search 372

SharePoint Server and Search Server 378

FAST Search 408

Summary 410

Chapter 15: Monitoring SharePoint 2010 411

Unified Logging Service 411

Summary 443

Chapter 16: Managed Metadata Service App lications 445

Advantages of the Managed Metadata Service 446

New Managed Metadata Service Features 446

Getting Started with the Managed Metadata Service 448

Managed Metadata Services 452

Content Types 463

Summary 469

Chapter 17: Social Computing and SharePoint 2010 471

The User Profile Service Application 472

Tags and Notes 484

My Sites 488

Wikis and Blogs 501

Ratings 505

Outlook 2010 Social Connector 506

People Search 507

Summary 509

Chapter 18: Integrating the Office 2010 Clients with SharePoint 2010 511

Office 2010 Application Commonalities 512

Integrating SharePoint 2010 with Word 2010 519

Integrating SharePoint 2010 with Excel 522

Integrating SharePoint 2010 with PowerPoint 525

Integrating SharePoint 2010 with Outlook 527

Managing SharePoint Alerts 528

Calendars and Meetings 529

Integrating SharePoint 2010 with InfoPath 530

Integrating SharePoint 2010 with Microsoft Visio 536

Integrating SharePoint 2010 with OneNote 537

Integration with Access 2010 and Access Services 538

SharePoint 2010 Workspace 543

Publishing Links to Office Client Applications 545

Managing Office 2010 and SharePoint through Group Policy 546

Summary 549

Chapter 19: The Office Web Applications 551

OWA Overview 551

Deployment 554

OWA Installation 558

OWA PowerShell Activation 579

Summary 584

Chapter 20: PerformancePoint Services and Business Intelligence 585

PPS Features and Terminology 586

PPS Installation and Configuration 587

Introduction to Dashboard Designer 601

Importing PerformancePoint Server 2007 Content to

PerformancePoint Services 2010 612

Summary 616

Chapter 21: New Content Management Capabilities in SharePoint 2010 617

Managed Metadata 618

Document Sets 621

Document ID Service and IDs 629

Content Organizer 635

Summary 646

Chapter 22: Working with SharePoint Designer 2010 647

Who Should Use SharePoint Designer? 648

Introduction to SharePoint Designer 2010 649

Overview of the New UX 650

Restricting Access to SharePoint Designer 655

What Can You Do with SharePoint Designer 2010? 658

Summary 681

Chapter 23: Branding SharePoint 2010 683

What Is Branding? 683

Understanding Your Requirements 684

SharePoint Versions and Publishing 684

Types of SharePoint Sites: Internet versus Intranet 690

Branding Basics for SharePoint 2010 694

Summary 721

Chapter 24: Business Connectivity Services in SharePoint 2010 723

Capability Overview 724

Architecture 726

Creating a BCS Solution 731

Service Applications That Use BCS 741

Design Considerations for BCS Solutions 742

Upgrading the Business Data Catalog to BCS 743

Summary 744

Chapter 25: Building Workflows in SharePoint 2010 745

Why Use Workflow? 746

Windows Workflow Foundation 746

Workflow Basics 747

Configuring Workflows Using the Browser 751

Workflow Tools in SharePoint Designer 2010 758

Workflow Visualization Using Visio Premium 2010 765

Using Visual Studio 2010 to Create Workflows 766

Selecting a Workflow Method 766

Summary 767

Index 769