Beginning SharePoint 2010 Administration: Microsoft SharePoint Foundation 2010 and Microsoft SharePoint Server 2010

INTRODUCTION xv

CHAPTER 1: INTRODUCTION TO MICROSOFT SHAREPOINT 2010 1

What Is SharePoint? 2

The History of SharePoint 5

Differences between SharePoint Foundation and SharePoint Server 7

SharePoint Foundation 7

SharePoint Server 2010 8

What You Need to Run SharePoint 2010 9

Software Requirements 9

Hardware Requirements 11

Building a Test Environment 11

Integrating with Microsoft Office 12

Built-In Features of SharePoint 17

Alerts 17

RSS (Really Simple Syndication) 17

File and Document Management 18

Project Management 20

Managing Meetings 21

Keeping Your Organization Updated 23

Benefits of a SharePoint Intranet 23

Understanding a Typical Intranet 25

Finding Your Information Faster in SharePoint Server 27

What File Types Can You Search? 28

What Types of Search Can You Perform? 29

Accessing SharePoint over the Internet 30

How You Do It 30

Allowing External Partners Access 31

Creating Local User Accounts for External Users 32

CHAPTER 2: BUILDING SHAREPOINT FOUNDATION SITES 37

Defining SharePoint Websites 39

Comparing SharePoint Foundation and SharePoint Server Sites 40

What Is a SharePoint Site? 40

Lists and Libraries 42

Managing Site Templates 47

Creating Customized Site Templates 50

Site Definitions 53

Granting Site Permissions 56

SharePoint Groups 56

Permissions for Lists and Items 57

Managing Meeting Workspaces 60

Creating a Meeting Workspace 60

Managing Repetitive Meetings 64

Meeting Workspace Security 65

Working with Blog Sites 65

Creating a Blog Site 66

Managing a Blog Site 68

Managing Blog Permissions 73

CHAPTER 3: OFFICE INTEGRATION 79

Comparing Office Editions 80

Office 2010 Integration 81

Office 2007 Integration 85

Office 2003 Integration 86

Older Office and Non-Microsoft Desktop Applications 87

Managing Document Libraries 88

Different Types of Libraries 89

Version History for List Items 89

Using Document Metadata and Tagging 91

Managing List Views 104

Working with Datasheet Views 108

Site Columns and Content Types 111

Setting Document Policies and Auditing 116

Managing Document IDs and Document Sets 120

Managing In-Place Records 124

Document Management with Office 2010 127

Metadata and Tagging in Office 2010 127

Adding Paths to SharePoint Libraries 129

CHAPTER 4: CONTENT MANAGEMENT IN SHAREPOINT 2010 135

What Is Content Management? 136

Why Content Management? 137

Important CM Features 138

Web Content Management 139

Enterprise Content Management 140

Social Computing and Web 2.0 141

Managing Content Offline 146

Enhancements in Web Content Management 154

Comparing MOSS and SharePoint Server 2010 154

Differences Between SharePoint Foundation and SharePoint Server 156

Building Blocks for a Portal 156

Support for Multilingual Sites 167

CHAPTER 5: MANAGING MY SITES 173

Getting to Know My Site 174

Understanding the Purpose of Personal Sites 174

Introducing New and Enhanced Features of My Site 175

Working with My Site 176

Creating My Site 176

Understanding the Basic Features of My Site 183

Extending and Personalizing My Site 187

Creating Rollups for Documents and Sites 191

Managing Access Control to My Sites 193

Discovering the Hub for Interacting with People 195

Managing Personal Profiles 195

Understanding Social Tagging 198

Viewing Status Updates and Activities 199

Working with Bookmarks 199

Using the Note Board 200

CHAPTER 6: SHAREPOINT ADMINISTRATION 203

Setting Up for Administration 203

Controlling What Users Can Do in SharePoint 204

The Different Types of Administrators 204

Setting Permission Levels 208

Assigning Permissions to Users and Groups 210

Working with SharePoint Groups 211

Viewing Existing Permissions 213

Managing Templates, Lists, and Libraries 215

Creating a List Template 215

Copying List and Library Templates 217

Using a Site Template 218

Copying Lists and Libraries 219

Searching and Indexing with SharePoint Server 221

Understanding Search and Indexing 222

Indexing New Content Sources 227

Indexing PDF and Other File Formats 228

Managing Search Scopes 231

Customizing Search Features 235

FAST Search Server 2010 for SharePoint 242

Managing Audience Targeting 246

Protecting SharePoint from Viruses 250

Finding Antivirus Products 250

Configuring the SharePoint Antivirus Feature 250

Using Command-Based Management Tools 251

Performing Typical Administrative Tasks with STSADM 251

Using PowerShell with SharePoint 2010 255

Typical Administrative Tasks with PowerShell 257

CHAPTER 7: BUILDING INTRANETS AND INTERNET PORTALS 263

Intranet Portals 264

Analyzing the Needs 264

Building an Intranet Based on SharePoint Foundation 266

Building an Intranet Based on SharePoint Server 272

Internet Portals 279

The Challenge of Public Websites 280

Managing Web Content 280

Installing a Public Website 284

Extranet Portals 292

Configuring an Extranet 293

Managing the Security of Public Websites 294

Avoiding Threats When Accessing Sites Over the Internet 294

Using Microsoft TMG Firewall 295

Configuring Web Zones for Public Sites 296

Protecting the Extranet with SSL 297

CHAPTER 8: CUSTOMIZING SHAREPOINT 2010 301

Making Different Types of Customizations 302

Customizing a Site’s Look and Feel Using the Web Browser 302

Customizing with Web Parts 303

Customizing Using SharePoint Designer 2010 305

Customizing Basic Features 305

Customizing the Logo, Name, and Description 305

Managing Global Navigation 307

Managing Quick Launch 310

Customizing with Themes 311

Using Web Parts 314

SharePoint Web Parts 315

Web Parts with Visual Studio 2010 319

Finding Third-Party Web Parts 324

Client-Side Scripts in SharePoint 325

Using ECMAScript — Client Object Model 325

Using JavaScript in SharePoint 327

Using jQuery in SharePoint 328

CHAPTER 9: USING SHAREPOINT DESIGNER 2010 333

Introduction to SharePoint Designer 2010 334

SharePoint Designer 2007 Comparison 335

The History of SharePoint Designer 335

What You Can Do with SharePoint Designer 335

SharePoint Lists 338

The XSLT List View Web Part 341

The Data View Web Part 343

External Lists 347

Managing Master Pages 351

Managing Page Layout Files 354

Managing CSS 355

Using Workflows 360

CHAPTER 10: BACKUP AND RESTORE 365

Protecting SharePoint Content 365

What Needs to be Protected? 366

Backup Options 368

Backup Procedures 373

Backing Up a Single Site 373

Backing Up a Site Collection 375

Backing Up a Complete Farm 376

Restore Procedures 378

Restoring Single Items and Lists 378

Restoring a Single Site 380

Restoring a Site Collection 381

Unattached Content Database Data Recovery 383

Restoring a Complete Farm 384

Restoring a Specific Server Role 386

Recovering a SQL Server 387

Making a Backup Plan 388

Commercial Backup Tools 390

AvePoint Tools 390

Microsoft Data Protection Manager 2010 390

APPENDIX A: INSTALLING SHAREPOINT FOUNDATION 2010 395

APPENDIX B: CONFIGURING SHAREPOINT FOUNDATION 2010 443

APPENDIX C: INSTALLING MICROSOFT SHAREPOINT SERVER 2010 517

APPENDIX D: CONFIGURING SHAREPOINT SERVER 2010 577

INDEX 627