Beginning SharePoint 2010: Building Business Solutions with SharePointISBN: 978-0-470-61789-2
Paperback
792 pages
December 2010
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Introduction xxix
Chapter 1: Getting Started With Microsoft SharePoint Server 2010 1
Introducing SharePoint 1
What is Portal Technology? 2
Why Does an Organization Invest in Portal Technology? 2
What is SharePoint 2010? 3
Comparing SharePoint Foundation and SharePoint Server 4
SharePoint Foundation Primary Benefits 4
SharePoint Server Primary Benefits 7
SharePoint Components Overview 10
The Ribbon 10
SharePoint Lists 10
SharePoint Libraries 11
Web Parts 12
Workflow 12
Content Types 13
Sites, Workspaces, and Site Collections 14
Enterprise Features 17
Summary 19
Chapter 2: Working With SharePoint Lists 21
Understanding List Elements 21
Discovering SharePoint List Column Types 22
Understanding the Standard List Templates 24
Understanding the Contacts List 27
Understanding the Announcements List 29
Understanding the Tasks List 30
Understanding the Project Tasks List 31
Understanding the Issues List 32
Understanding the Calendar List 34
Understanding the Links List 36
Understanding Discussion Lists 36
Exploring Survey Lists 38
Understanding the Status List 40
Understanding the External List 41
Working with Lists 41
Working with List Content 41
Summary 57
Chapter 3: Working With Libraries 59
Understanding Libraries and Documents 59
Creating and Managing Documents in a Library 62
Updating and Sharing Documents 69
Review Document Version History 79
Understanding SharePoint Library Templates 82
Document Libraries 83
Form Libraries 85
Wiki Page Libraries 86
Picture Libraries 90
Data Connection Libraries 97
Slide Libraries 98
Summary 103
Chapter 4: Managing and Customizing Lists and Libraries 107
Creating an Environment That Reflects Your Business 108
Best Practices for Building a Dynamic System for Managing Content 109
Ensure Your Changes Add Value 109
Follow Similar Processes and Practices 109
Provide Guides and Descriptions 110
Working with Columns 110
Exploring List Column Types 112
Single Line of Text 112
Multiple Lines of Text 113
Choice 114
Number 116
Currency 116
Date and Time 118
Lookup 119
Yes/No 120
Person or Group 120
Hyperlink or Picture 120
Calculated (Calculation Based on other Columns) 120
External Data 122
Managed Metadata 122
What Are Site Columns? 124
When to Use a List-Centric Column versus a Site Column 129
Creating and Customizing Views 129
Working with the Standard View 130
Setting Up a Gantt, Calendar, or Datasheet View 134
Working with Access Views 139
Working with Custom Lists and Libraries 142
Custom List Basics 142
Managing Version Control 148
Managing Document Templates 149
Summary 152
Chapter 5: Working With Workflow 155
Understanding Workflow 155
Initiating Workflows 156
Initiation Forms 156
Steps 156
Conditions and Actions 156
Workflow Associations 156
Working with Workflow Templates 157
Approval Workflow 157
Approval Workflow Tasks 161
Disposition Approval Workflow 162
Collect Feedback Workflow 162
Three-State Workflow 162
Collect Signatures Workflow 163
Web Analytics Workflows 164
Web Analytics Alerts 164
Web Analytics Reports 165
Creating Custom Workflow Solutions 165
Getting around the List of Workflows 166
New 166
Edit 166
Manage 166
Getting around the Workflow Settings 167
Save 167
Edit 167
Manage 167
Variables 167
The Content Section 168
Workflow Information 168
Customization 168
Settings 169
Start Options 169
Forms 169
Editing a Workflow 169
Conditions 170
Actions 171
Core Actions 171
Document Set Actions 172
List Actions 173
Relational Actions 174
Task Actions 175
Utility Actions 176
Impersonation Steps 176
Custom Ribbon Buttons 177
Variables and Parameters 178
Sending Emails 183
Workflow Tasks and History 185
Tasks 185
Task Process Designer 185
History 188
Office Client Integration 188
Visualization With Visio Premium 2010 188
InfoPath Forms and Workflows 191
Workflows in the Back Stage View 191
Workflow Administration 192
Workflow Status 192
Workflow Information 192
Tasks 192
Workflow History 192
View Workflow Reports 193
Editing Workflows 193
Deleting Workflows 193
Summary 194
Chapter 6: Working With Content Types 197
Content Types Overview 197
The Anatomy of a Content Type 200
Name and Description 200
Parent Content Type 200
Group 200
Template 201
Workflow 205
Site Columns 208
Document Information Panel Settings 211
Information Management Policies 215
Document Conversion 216
Base Content Types 217
Business Intelligence Content Types 217
Content Organizer Content Types 217
Document Content Types 218
Document Set Content Types 219
Folder Content Types 224
Group Work Content Types 224
List Content Types 224
Page Layout Content Types 226
PerformancePoint Content Types 226
Publishing Content Types 227
Special Content Types 227
Managing Content Types 227
Enabling Content Type Management on a Library 227
Managing Multiple Content Types in a Library 229
Managing Content Types across Site Collections 231
Summary 233
Chapter 7: Working With Web Parts 237
Using Web Parts 237
Adding a Web Part to a Page 237
Wiki Pages 238
Web Part Pages 238
Configuring a Web Part 239
Appearance 240
Layout 240
Advanced 241
Removing Web Parts 242
The Web Part Checkbox 243
Exporting and Importing Web Parts 243
Connect Web Parts 244
About the Out-of-the-Box Web Parts 246
List and Library Web Parts 246
Web Part Views 246
Web Part Tool Pane 246
AJAX 248
Miscellaneous 248
Business Data Web Parts 249
Chart Web Part 249
Excel Web Access 251
Status List 252
Indicator Details 252
Visio Web Access 253
More Business Data Web Parts 254
Content Rollup Web Parts 254
Content Query 254
Relevant Documents 256
RSS Viewer 256
Summary Links 257
Web Analytics 257
WSRP Viewer 258
XML Viewer 258
Table of Contents 258
Document Set Web Parts 258
Document Set Contents 259
Document Set Properties 259
Document ID 259
Media and Content Web Parts 259
Content Editor 259
Image Viewer 260
Media Web Part 260
Page Viewer 262
Picture Library Slideshow 262
Silverlight Web Part 262
OWA Web Parts 262
Form Web Parts 262
HTML Form Web Part 263
InfoPath Form Web Part 263
Social Collaboration Web Parts 264
Contact Details 264
Site Users 264
User Tasks 264
Social Computing Web Parts 264
Filter Web Parts 264
Choice Filter 265
SharePoint List Filter 265
Current User Filter 265
Date Filter 265
Page Field Filter 265
Query String (URL) Filter 265
Text Filter 266
SQL Server Analysis Services Filter 266
Filter Actions 266
Search Web Parts 268
XSLT List View Web Parts 268
The Web Part Gallery 268
Summary 269
Chapter 8: Sites and Workspaces 271
Site Collections and Sites 271
Understanding the Boundaries 271
Managing Site Collections and Sites 278
Features 279
Managing Content and Structure 280
View All Site Content 280
Site Hierarchy 280
Site Content and Structure 281
Managing Permissions 284
SharePoint Designer Settings 284
Help Settings 285
Site Analytics 285
Managing Navigation 286
Things to Note about Navigation 291
Working with Content across Sites 292
Understanding the Templates 293
Site Collection Templates 293
Collaboration Templates 294
Meetings Templates 295
Enterprise Templates 296
Publishing Templates 297
Custom Templates 297
Web (Subsite) Templates 298
Creating Custom Templates 299
Saving a Site as a Template 299
Moving the Template to a New Location 302
Creating Templates for Site Collections 303
Working with Content Offline 303
SharePoint Workspace 303
Summary 306
Chapter 9: Branding and the User Experience 309
Why Organizations Brand 309
Best Practices for Enhancing the User Experience 310
Changing the Site Logo 311
Working with Themes 313
Tips for Success 318
When to Use Themes 319
Working with Master Pages 319
What is a Master Page? 319
Understanding the Relationship between Master Pages and Style Sheets 320
Best Practices for Branding SharePoint 321
Summary 333
Chapter 10: User Management, Audiences, and Profiles 337
Understanding User Access Management and Personalization 338
What is the Difference between User Access Management and Personalization? 338
How Do Users Log In to a SharePoint Site? 339
Managing Access in SharePoint 342
Understanding the SharePoint Permission Levels 342
Understanding the SharePoint Site Groups 345
Working with Site Groups and Permission Levels 346
Understanding the Different Levels of Access in SharePoint 354
Site-Level Access 354
List- or Library-Level Access 356
Item-Level Access 358
Understanding User Profiles 361
Adding and Updating User Profiles 361
Configuring Profile Updates 367
Working with Audiences 367
Membership-Based Audiences 370
Profile Property-Based Audiences 375
Summary 377
Chapter 11: Personalization and Social Networking 381
Personalization Overview 382
Engage People 382
Improve the Search Experience 382
Knowledge Mining 382
The Informal Organization 382
Understanding My Sites 383
My Profile 383
The Overview Tab 384
The Organization Tab 384
The Content Tab 384
The Tags and Notes Tab 386
The Colleagues Tab 386
The Memberships Tab 388
Edit My Profile 389
My Content 391
Blogs 391
Shared and Personal Content 392
Web Parts 392
My Newsfeed 393
My Links 394
Tagging and Note Boards 396
Tagging 396
Tag Profiles 397
Note Boards 398
Manage Content Rating 400
Social Computing Web Parts 402
Tag Cloud 402
Organization Browser 403
Note Board 403
People Search 403
Blogs and Wikis 404
Blogs 404
Wikis 406
Understanding Audiences 408
Targeting Content to Audiences 408
List Items Displayed in a Content Query Web Part 408
Web Parts 408
Web Part Pages 408
Navigation Links 409
Personalization Site Links 409
Publish Links to Office Client Applications 409
Creating Audiences 412
Audience Properties 413
Audience Rules 413
Audience Compilation 413
The Outlook 2010 Social Connector 414
Summary 414
Chapter 12: Forms Management 417
What is InfoPath? 418
Creating and Customizing an InfoPath Form 418
Core Concepts 426
Page Design 427
Controls 428
Textbox 429
Rich-Text Box 430
Selection Listboxes 431
Date Picker 431
Checkbox 433
Option Button 433
Button 435
Picture Button 435
Sections 435
Other Controls 436
Data Source 437
Views 439
Design Checker 441
Publish Form Template 442
Working with Form Templates 443
Designing a New Form 443
Publishing a Form Template to a Library 452
Customizing a Form Template 456
Advanced Form-Publishing Options 466
Summary 471
Chapter 13: Getting Started With Web Content Management 475
Web Content Management 475
Publishing Features Overview 476
Creating a Publishing Portal 476
The Publishing Portal’s Lists and Libraries 479
Working with Variations 482
How Do Variations Work? 483
Understanding Labels 485
Managing Translation Workflows 489
Page Layouts and Content Types 495
Understanding Document Conversion 505
Enabling Publishing on a Team Site 512
Summary 513
Chapter 14: Records Management 517
What is Records Management? 517
Getting Started with Records Management 518
Key Roles and Responsibilities 518
The File Plan 518
The Classification Plan 520
Implementing a Classification Plan 522
Working with Managed Metadata 523
The Records Repository 530
Archive Approach 530
In-Place Approach 539
Records Retention and Expiration 544
Holds 551
Summary 555
Chapter 15: Business Connectivity Services 559
Configuring a BCS Application 560
Security Considerations 560
Creating External Content Types 562
Creating External Lists 568
Understanding Profile Pages 569
Understanding Associations 569
Understanding Business Data Actions 570
Working with BCS 571
Accessing BCS Data from Outlook 2010 571
Using BCS Associations 574
Accessing BCS Data from SharePoint Workspace 2010 576
Using the BCS Web Parts 577
Business Data List 577
Business Data Item 579
Business Data Actions 580
Business Data Connectivity Filter 580
Business Data Item Builder 581
Business Data Related List 581
Chart Web Part 581
Using the External Data Column 581
Using BCS Data in Office Applications 583
For the Administrator 586
Searching BCS Data 586
Secondary User Profile Data 586
Developing Custom Solutions for BCS 587
Summary 588
Chapter 16: Business Intelligence and Insights 591
Getting Started 592
Excel Services Overview 593
Publishing an Excel Workbook 594
Using the Excel Services Web Parts 600
Toolbar and Title Bar 600
Navigation and Interactivity 601
Standard Web Part Tool Pane Settings 601
Working with Parameters 606
External Data Connections 610
Managing Permissions 610
Chart Web Part 611
Understanding Status Lists 618
Working with Visio Services 621
PerformancePoint Features 625
Getting Started 627
Understanding the Organization 627
Walk before You Run 627
Summary 628
Chapter 17: Working With Search 631
Understanding SharePoint Search 631
Key Terms 632
Content Source 633
IFilter 633
Crawl Schedule 633
Index 633
Query 634
Search Scopes 634
Keywords and Best Bets 634
Federated Search 634
Search Center 634
Working with Search 635
Basic Search 635
Search Default Settings 639
Building Search Queries 640
Boolean Search 640
Prefix Matching 640
Phonetic People Search 640
Suggestions and Did You Mean? 641
Customizing the Search Experience 641
Search Settings 642
Search Scopes 650
Search Keywords 660
Customizing Search Center 663
Search Center 663
Search Web Parts 664
Search Center Tabs 672
Search Services Configuration 677
Search Service Application Configurations 677
Search Analytics 680
Summary 680
Chapter 18: Implementing a Governance Framework 683
Governance Overview 683
Your Role in Governance 684
Unique Organizations 684
Realistic Expectations 685
Understanding the Vision 685
Understanding the Pillars of a Governance Framework 686
Key Roles 686
SharePoint Owner 686
SharePoint Infrastructure Administrator 687
SharePoint Solution Architect 688
SharePoint Branding Specialist 688
SharePoint Help Desk 688
SharePoint Developer 689
SharePoint Power Users 689
SharePoint Contributors 689
SharePoint Readers 690
Project and Change Management 690
Project Management 690
Change Management 691
Information Architecture and Taxonomy 693
Web Applications 693
Content Databases 693
Sites 694
Webs 695
Lists 695
Items 695
Information Architecture Planning 695
Operations and Infrastructure 697
Communications 698
Training 698
Current Needs 699
Time Sensitivity 699
Development 699
Out of the Box vs. Development 700
Third Party Solutions vs. Development 700
Solutions 700
Best Practices for Effectiveness 701
Working as a Team 701
Communication is Key 701
Small Steps Are Better Than No Steps 702
Work from a Written Plan 702
Avoiding the Jack of All Trades 702
Summary 703
Appendix A: Installing SharePoint Server 2010 705
Choosing Your Installation Type 705
Appendix B: Exercise Solutions 713
Chapter 1 Exercise Solutions 713
Chapter 2 Exercise Solutions 714
Chapter 3 Exercise Solutions 714
Chapter 4 Exercise Solutions 715
Chapter 5 Exercise Solutions 716
Chapter 6 Exercise Solutions 716
Chapter 7 Exercise Solutions 717
Chapter 8 Exercise Solutions 718
Chapter 9 Exercise Solutions 719
Chapter 10 Exercise Solutions 719
Chapter 11 Exercise Solutions 720
Chapter 12 Exercise Solutions 721
Chapter 13 Exercise Solutions 721
Chapter 14 Exercise Solutions 722
Chapter 15 Exercise Solutions 723
Chapter 16 Exercise Solutions 724
Chapter 17 Exercise Solutions 724
Index 725
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