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Real World SharePoint 2010: Indispensable Experiences from 22 MVPs

Real World SharePoint 2010: Indispensable Experiences from 22 MVPs (0470597135) cover image
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Foreword xxvii

Introduction xxix

Chapter 1: Building a Perfect Test Environment for SharePoint Server 2010 1

Getting Ready 2

Windows 2

SQL Server 12

SharePoint 2010 15

Other Software 33

Summary 33

About the Author 34

Chapter 2: Up grading to SharePoint Server 2010 — The Hybrid Approach 35

Understanding the New SharePoint 2010 Upgrade Process 36

System Requirements for a SharePoint 2010 Upgrade 36

SharePoint 2010 Upgrade Improvements 37

Dealing with Large Content Databases 46

Upgrading with Custom Site Definitions 47

Choosing the Right Upgrade Approach 50

SharePoint 2010 Hybrid Upgrade Approach 61

Summary 68

About the Author 68

Chapter 3: Monitoring SharePoint 2010 69

ULS 69

Trace Logs 70

Windows Event Logs 85

Logging Database 86

Health Analyzer 94

Timer Jobs 98

Summary 102

About the Author 102

Chapter 4: SharePoint 2010 Security Under the Hood — Claims‑Based Authentication 105

Introducing the Identity Metasystem 106

Identity in a Claims-Based World 107

The Security Token Service (STS) 108

The Problem with Multiple Identities 110

Claims Impact on Delegation 112

Mapping Technology to Components 113

Configuration of SharePoint Claims 114

Architecture of SharePoint Claims 120

Summary 126

About the Author 127

Chapter 5: Using PowerShell with SharePoint 2010 129

Understanding PowerShell Basics 130

Using SharePoint 2010 Cmdlets 144

Creating Custom Cmdlets 156

Summary 164

About the Author 164

Chapter 6: Backing Up and Restoring SharePoint 2010 165

Operations Planning 166

Types of Recovery 168

What’s New in 2010 170

Understanding the Types of Backups 175

Recovery Scenarios 194

Recommendations 201

Summary 204

About the Author 204

Chapter 7: Working with SharePoint Designer 2010 205

Evolution of SharePoint Designer 205

Who Should Use SharePoint Designer? 206

Requirements for Using SharePoint Designer 2010 207

What’s New? 208

Using SharePoint Designer Effectively in Your Environment 243

Summary 245

About the Author 246

Chapter 8: Building Sandboxed Solutions 247

The Push to No-Code Solutions 248

Understanding the Concept of a Sandboxed Solution 249

Your First Sandbox Project 255

Getting Out of the Sandbox 259

Exploring Alternatives to the Sandbox 265

Understanding When to Use Sandboxed Solutions 266

Summary 267

About the Author 267

Chapter 9: SharePoint 2010 Web Parts 269

Web Part History 270

Web Part Development 276

Web Part Basics 280

Creating a Simple Visual Web Part 295

Enhancing the Visual Web Part 320

Adding an Editor Part 323

Adding Web Part Verbs 330

Summary 332

About the Author 332

Chapter 10: Automating Business Processes 335

Using InfoPath and SharePoint Designer Individually 336

Combining InfoPath and SharePoint Designer 349

Summary 373

About the Author 373

Chapter 11: Building Custom Service Applications for the Right Situations 375

Understanding Services in SharePoint 376

History of Services in SharePoint 376

SharePoint 2010 Service Architecture Framework 377

SharePoint 2010 Service Application Extensibility 378

Creating the Wingtip Calculator Service Application 380

Summary 405

About the Author 405

Chapter 12: Managing the SharePoint Application Lifecycle 407

Provisioning with Solution/Feature XML Versus .NET Code 408

Generating Feature XML Using Site Templates 409

Upgrading a SharePoint Application 415

Assembly Versioning in a SharePoint Application 431

ALM and Sandboxed Solutions 437

Summary 438

About the Author 439

Chapter 13: Using Silverlight 4 with SharePoint 2010 441

The Silverlight News Banner 442

Developing a SharePoint Web Part Hosting a Silverlight Application 453

Deployment Possibilities and Accessibility Scope Impact 465

Developing a SharePoint Custom Field Type Hosting a Silverlight

Application 466

Developing a SharePoint Application Page That Hosts Several Communicating Silverlight Applications 485

Hosting a Silverlight Application in the Master Page 505

Using Business Connectivity Services 510

Using Silverlight from within a Sandboxed Solution 520

Summary 524

About the Author 524

Chapter 14: Business Connectivity Services 525

A Brief Look Back 526

Terminology Changes 526

Welcome to SharePoint 2010 527

Existing BDC Applications During an Upgrade 529

BCS Features Available in SharePoint Foundation 529

BCS Features Available in SharePoint Server 2010 531

Using Tools to Create ECTs 536

Developing Against the BCS Object Models 548

Summary 548

About the Author 549

Chapter 15: Using PerformancePoint Services 2010 551

The Case for Business Intelligence 552

PerformancePoint Services 2010 Overview 553

Configuring and Enabling PerformancePoint Services 555

Creating a PPS Dashboard 559

About the Author 576

Chapter 16: Managing Metadata with SharePoint Server 2010 577

Information Architecture 577

Taxonomy and Metadata 578

Taxonomy Versus Folksonomy 580

Metadata and Taxonomy Platform Enhancements 580

Programmatic Access to the EMM Service 600

Summary 604

About the Author 604

Chapter 17: Understanding SharePoint 2010 Search 605

New and Improved SharePoint 2010 Search 606

SharePoint 2010 Search Engines 608

Deploying SharePoint 2010 Search 613

Deploying FAST Search Server 617

Using PowerShell Commands 620

Building the Search Architecture 621

Customizing User Interfaces 630

Improving “Findability” and “Searchability” 633

Summary 636

About the Author 636

Chapter 18: Understanding Branding in SharePoint 2010 637

Introduction to SharePoint Branding 637

Exploring New Branding Features 647

Creating a Branded SharePoint 2010 Site 655

Summary 669

About the Author 669

Chapter 19: Planning, Designing, and Administering a Multimedia Assets Management Solution 671

Looking at Digital Assets Management Scenarios 671

Infrastructure Deployment 674

Designing the Data Foundation 682

Configuring and Developing the User Experience 685

Designing Custom Asset Library View Styles 693

Packaging the Solution in a Custom Site Definition 695

Notes from the Field 699

About the Authors 702

Chapter 20: Accessing SharePoint Data 703

Data Modeling 703

Data Access Options 704

Creating Sample Lists 706

Accessing SharePoint Data Using the Server-Side Object Model 707

Accessing SharePoint Data Using the Client-Side Object Model 730

Accessing SharePoint Data Using Web Services 738

Accessing SharePoint Data Using No-Code Solutions 743

Summary 744

About the Author 744

Chapter 21: Finding Answers to Your SharePoint 2010 Questions 745

Looking for Books 745

Continually Expanding Your Knowledge 747

Solving Sudden Problems 757

About the Author 762

Index 763

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