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Microsoft SharePoint 2010 Unleashed

by: Michael Noel, Colin Spence

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On-line Price: TBAPaperbackpackage, 984

Retail Price: TBA

Publisher: SAMS,30.11.10

Category: Sharepoint 2010 Level:

ISBN: 0672333252
ISBN13: 9780672333255

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A thorough revision of the bestselling book on SharePoint, Microsoft's increasingly popular set of collaboration technologies.

# SharePoint makes it easier for people to collaborate online, and is poised to explode in usage with the 2010 version
# Contains all the information an administrator needs to know to set up and manage SharePoint
# Fully updated for all the new features of SharePoint 2010, and tested against the final release code
# Previous editions have been bestsellers

Table of Contents



Part I Planning for and Deploying SharePoint Server 2010

Chapter 1 Introducing SharePoint 2010

Understanding the Capabilities of SharePoint 2010

  Exploring the SharePoint 1.0 Wave: SharePoint Team Services and SharePoint Portal Server 2001

  Exploring the SharePoint 2.0 Wave: Windows SharePoint Services 2.0 and SharePoint Portal Server 2003

  Exploring the SharePoint 3.0 Wave: Windows SharePoint Services 3.0 and Microsoft Office SharePoint Server 2007

  Exploring the Latest SharePoint 4.0 Wave: SharePoint Foundation Server and Microsoft SharePoint Server 2010

Using SharePoint for Collaboration and Document Management

  Integrating Deeply with Microsoft Office Applications

  Libraries and Lists as Data Management and Collaboration Tools

  Organizing Collaborating with SharePoint Site Collections and Sites

  Deploying SharePoint Websites with Comprehensive Web Content Management

Outlining Improvements in SharePoint 2010

  Understanding the Scalable Service Application Model in SharePoint 2010

  Outlining Search Improvements in SharePoint 2010

  Accessing the Improved Administration, Monitoring, and Backup Tools

  Using the Improved Backup and Restore Tools

  Gaining Storage Flexibility with the Remote BLOB Storage Option

  Using the Improved Interface and Ribbon Integration

Securing SharePoint 2010 with New Security Enhancements

  Protecting SharePoint 2010 with Transport Security Options

  Protecting SharePoint Data with Storage Security Options

  Protecting SharePoint Web Access on the Edge UsingAdvanced Tools

  Protecting SharePoint Content with Antivirus Options

Leveraging Metadata and Content Types

Social Networking Tool Advances

Working with Office Web Apps

Creating Powerful and Flexible Workflows

Developing Applications Using Visual Studio

Leveraging Business Intelligence Tools in SharePoint 2010

Governing the SharePoint Environment


Best Practices

Chapter 2 Architecting a SharePoint 2010 Deployment

Understanding the SharePoint Server Roles

  Understanding the Database Server Role

  Understanding the Web Server Role

  Service Application Roles

  Search Service Application Role

  Inbound Email Server Role

  SharePoint Central Admin Server Role

Understanding the Reasons for Deploying Multiple Farms

  Deploying Test Farms

  Deploying Development Farms

  Deploying Extranet or Intranet Farms

  Deploying Global or Distributed Multifarm Environments

  Planning for Multiple Farms

Choosing the Right Hardware for SharePoint

  Hardware Requirements for the SQL Database Role Servers

  Hardware Requirements for Service Application Roles

  Hardware Requirements for Web Role Servers

Determining Optimal Operating System Configuration

  Windows Server 2008 R2 Operating System for SharePoint

Planning for Database and Additional Software

  Database Software

  Backup Software

  Antivirus Software

  Index iFilters

Examining Real-World SharePoint 2010 Deployments

  Viewing a Sample Single-Server SharePoint Deployment

  Viewing a Sample Small SharePoint Farm

  Viewing a Sample Mid-Sized SharePoint Farm

  Viewing a Sample Large SharePoint Farm

Addressing Common Business Issues with SharePoint Features

  Addressing the Redundant Re-creation of Documents with SharePoint

  Addressing the Inability to Efficiently Search Across Different Types of Content

  Addressing Inefficient Means of Document Collaboration with SharePoint Document Libraries

  Addressing the Excessive Use of Email Attachments/Ability to Know When Documents Have Been Modified

  Addressing Difficulty Organizing or Classifying Content

  Addressing Access to Line-of-Business Application Information

  Using SharePoint for Sharing Information with Partners, Vendors, and Clients

Deploying a Team Collaboration Solution with SharePoint

  Outlining Business Needs for the Team Collaboration Solution

  Implementing a Team Collaboration Solution with SharePoint

  Outlining Ideas for Using the Team Collaboration Solution

Deploying a Corporate Intranet Solution with SharePoint

  Meeting Business Needs with the Corporate Intranet Solution

  Implementing the Corporate Intranet Solution

  Ideas for Using the Corporate Intranet Solution

Deploying a Customer Extranet Solution with SharePoint

  Meeting the Business Needs of the Customer Extranet Solution

  Implementing the Customer Extranet Solution

  Outlining Ideas for Using the Corporate Extranet Solution


Best Practices

Chapter 3 Installing a Simple SharePoint Server 2010 Farm

Examining SharePoint Installation Prerequisites

  Defining Hardware Prerequisites for SharePoint 2010

  Examining Software Requirements for SharePoint 2010

  Service Account Requirements

  Outlining Additional Prerequisites

  Database Role Prerequisites

  FAST Search Requirements

Installing the SharePoint Server Operating System

  Installing Windows Server 2008 R2

Installing SQL Server 2008 R2

  Installing SQL Server 2008 R2

  Creating a Windows Firewall Port Exception for SQL Server

  Enabling TCP/IP in SQL Configuration Manager

Installing Microsoft SharePoint Server 2010

  Running the Prerequisite Check for SharePoint 2010

  Installing the SharePoint 2010 Binaries

  Running the SharePoint 2010 Configuration Wizard

  Running the Initial Farm Configuration Wizard


Best Practices

Chapter 4 Advanced SharePoint 2010 Installation and Scalability

Creating an Installation Checklist

  Conceptualizing and Architecting a SharePoint Farm

  Installing SharePoint 2010

  Configuring SharePoint 2010

Installing SharePoint 2010 Using PowerShell

  Examining a PowerShell Script for Provisioning a Farm

  PowerShell for Provisioning Service Applications

Understanding Scalability for SharePoint

  Mapping SharePoint Functionality to Business Needs

  Gauging Content Growth

Scaling Logical SharePoint Components

  Scaling Out with Site Collections

  Scaling Out with Web Applications


Best Practices

Chapter 5 Migrating from Legacy SharePoint to SharePoint Server 2010

Formulating a Migration Strategy

  Examining the In-Place Upgrade Scenario

  Examining the Database Attach Scenario

  Examining Alternative Approaches and Third-Party Migrations

Planning for an Upgrade to SharePoint 2010

  Understanding Supported Upgrade Scenarios

  Assessing Site Migration Readiness with the Pre-Upgrade Check Tool

  Creating a Prototype Test Environment

  SQL Database Upgrade Considerations

Examining SharePoint 2010 Migration Paths

Performing an In-Place Upgrade of a SharePoint Environment

  Installing SharePoint 2010 Prerequisites

  Running the Upgrade

  Running the Configuration Wizard

Performing a Database Attach Upgrade

  Understanding the Steps to Perform a Database Attach Upgrade

Using Visual Upgrade

  Previewing the SharePoint 2010 Visuals in a Site

  Understanding the My Site Automatic Visual Upgrade


Best Practices

Part II Administering and Maintaining SharePoint Server 2010

Chapter 6 Managing and Administering SharePoint 2010 Infrastructure

Operations Management with the SharePoint Central Administration Tool

  Administering Application Management Tasks in SPCA

  Administering System Setting Tasks in SPCA

  Administering Monitoring Tasks in SPCA

  Reviewing Backup and Restore Settings in SPCA

  Reviewing Security Settings in SPCA

  Reviewing Upgrade and Migration Settings in SPCA

  Reviewing General Application Settings in SPCA

Using the Configuration Wizard's Page in SPCA

Administering Site Collections and Sites

Using Additional Administration Tools for SharePoint

  Command-Line Administration of SharePoint Using the STSADM Tool

  Working with the Internet Information Services Manager Tool

  SQL Server Administration for SharePoint


Best Practices

Chapter 7 Leveraging PowerShell for Command-Line SharePoint Administration and Automation

Understanding Windows PowerShell Concepts

  Getting Started with Windows PowerShell

  Using PowerShell to Display "Hello World!"

  Using the Integrated Scripting Environment

  Site Collections, Sites, and Webs

  The SharePoint Software Development Kit (SDK)

  Get-Command and Get-Help

  The First SharePoint Cmdlet

  Verbs and Nouns

  Working with Variables, Function, and Cmdlets

  PowerShell Command Piping

  Formatting Results

  PowerShell-The New STSADM

SharePoint Administration with PowerShell

  The Naming of PowerShell Cmdlets

  Retrieving Site Collections and Sites with PowerShell

  Modifying Site Collection Properties with PowerShell

  Working with Solutions and Features

  Deploying a Custom Solution with Features

  PowerShell Backup and Restore Options

  Automating Site Collection Backup and Restore

  Exporting SharePoint Sites and Content

  Importing Exported Content

  Monitoring SharePoint Databases and Site Collection Usage

  Managing Content Databases and Site Collections

  Analyzing Events in the Event Log

Cataloging the Best Scripts to Automate SharePoint Administration

  Automating Creation of Web Applications and Site Collections

  Creating Site Structures On-the-Fly

  Automating Site Collection Backups with PowerShell

  Automatic Solution Installation

Understanding Advanced PowerShell Topics

  Remote SharePoint Administration with PowerShell

Beyond Built-In SharePoint PowerShell Cmdlets

  Creating Custom Functions with PowerShell

  Functions and Parameters

  Using the SharePoint .NET API to Extend PowerShell

  Retrieving SharePoint Lists with PowerShell

  Creating New Lists and Document Libraries

  Modify List Properties

  Creating List Items On-the-Fly

  Managing Backend Systems with PowerShell

  Windows PowerShell Snap-In for IIS 7.5

  Windows PowerShell Server Management Cmdlets

  Automate User Provisioning with PowerShell


Best Practices

Chapter 8 Leveraging and Optimizing Search in SharePoint 2010

Outlining the Capabilities of SharePoint 2010 Search

Deploying a Native SharePoint 2010 Search Service Application

Define Content Sources

Search Scopes

Federating Search

Keywords and Best Bets

Customizing the Search User Interface

  Creating Search Centers

  Assign Search Pages to the Scopes

  Creating Custom Search Pages

  Customize the Refinement Panel

Installing FAST Search Server 2010 for SharePoint

Deploying FAST Search Service Applications

Customizing the FAST Search User Interface

  Sorting Search Results

  User Contexts

Uninstalling FAST Search Server 2010 for SharePoint


Best Practices

Chapter 9 Managing and Maintaining SQL Server in a SharePoint Environment

Monitoring SQL Server in a SharePoint Environment

  Windows Management Instrumentation

  Event Logs

  Dynamic Management Views

  Reliability and Performance Monitor

  Activity Monitor

  Data Collectors

Maintaining SQL Server in a SharePoint Environment

  Checking and Repairing Database Integrity

  Monitoring and Reducing Fragmentation

  Shrinking Data Files

  Creating SQL Server Maintenance Plans

Managing SharePoint Content Databases

  Adding a Content Database

  Creating a Site Collection in a Specific Content Database

  Moving Site Collections Between Content Databases

Externalizing BLOB Storage in SharePoint 2010

  Understanding BLOBs

  BLOB Storage in SharePoint

  Introducing Remote BLOB Storage

  RBS Versus EBS

  Installing and Configuring RBS

  Migrating and Moving BLOBs Between BLOB Stores


Best Practices

Chapter 10 Backing Up and Restoring a SharePoint Environment

Backing Up and Recovering SharePoint Components

Using the Recycle Bin for Recovery

  Understanding the Two Stages of the Recycle Bin

  Enabling Recycle Bin Functionality in SharePoint

Using SharePoint Central Administration for Backup and Restore

  Back Up Using Central Administration

  Farm Configuration Backup

Performing Granular Backup Using the SharePoint Central Administration

  Backing Up a Site Collection

  Export a Site or List Using the Central Admin Console

Restoring SharePoint Using SharePoint Central Administration

  Restore Farm Configuration Using Central Administration

  Recovering Data from an Unattached Content Database

Using SharePoint 2010 Management PowerShell for Backup and Restore

  Backing Up the Farm Configuration Using PowerShell

  Backing Up an Entire Web Application

  Restoring a Site Collection

  Import Site or List

  Importing a Site

Backing Up Internet Information Services v7 Configuration

SQL Backup Tools

  SQL Server Backup Methods

  Understanding the SQL Server Recover Models


Best Practices

Chapter 11 Monitoring a SharePoint 2010 Environment

Using the SharePoint Health Analyzer

  Reviewing SharePoint Health Analyzer Settings

  Modifying Health Analyzer Job Definitions

Using SharePoint's Native Reporting Capabilities

  Reviewing and Creating Reports

  Optimizing Usage Data Collection Log Settings

  Modifying Diagnostic Log Settings

Understanding Timer Jobs for SharePoint 2010

  Modifying Timer Jobs

  Monitoring Timer Jobs

Using System Center Operations Manager to Simplify Management of SharePoint 2010

  Taking a Closer Look at System Center Operations Manager

  Installing SCOM Management Packs for SharePoint 2010

  Installing Additional Management Packs for SharePoint Farms

  Monitoring SharePoint Functionality and Performance with SCOM

Establishing Maintenance Schedules for SharePoint

  Outlining Daily Maintenance Tasks

  Performing Weekly SharePoint Maintenance

  Performing Monthly Maintenance Tasks

  Performing Quarterly Maintenance Tasks

  Summary of Maintenance Tasks and Recommendations


Best Practices

Part III Securing, Protecting, and Optimizing SharePoint Architecture

Chapter 12 Virtualizing SharePoint Components

Microsoft's Virtualization Support Story

  SharePoint Virtualization Support

Virtualization Infrastructure Requirements and Recommendations

Software Recommendations and Licensing Notes

Virtualization of SharePoint Roles

  Virtualization of the Web Role

  Virtualization of the Application Roles

  Virtualization of the Search Role

  Virtualization of a Server with All Three Roles

  Virtualization of the Database Role

Exploring Sample Virtualized SharePoint 2010 Architecture

Virtual Machine Management with System Center Virtual Machine Manager

  Exploring the VMM Console

  Exploring the Self-Service Portal

  Provisioning Farm Members from Virtual Server Templates


Best Practices

Chapter 13 Deploying SharePoint for Extranets and Alternative Authentication Scenarios

Understanding Extranets for Collaborating with Partners, Vendors, and Clients

Outlining Common Extranet Scenarios and Topologies

  Outlining Business Requirements and Extranet Considerations

  Understanding Common Partner, Vendor, and Client Extranet Scenarios

  Examining Common Deployment Topologies

Understanding SharePoint 2010 Extranet Security

  Understanding Classic-Mode Authentication

  Understanding Claims-Based Authentication

Implementing Authentication Scenarios

  Configuring Mixed-Mode Authentication Scenarios

  Configuring Multiple Authentication Scenarios

  Multiple Authentication Versus Mixed Authentication

  Using Alternate Access Mappings in Extranet Deployments

  Understanding Host-Named Site Collections

  Examining Mobile Administration for SharePoint Extranets

Implementing a Partner Extranet Solution

  Creating the Extranet Web Application

  Creating an Extranet Site Collection

  Configuring Authentication Providers

  Creating an Extranet Service Application Proxy Group

  Validating the Partner Extranet Solution

Upgrading an Existing Extranet Solution from SharePoint 2007

Security Consideration for SharePoint Extranet Solutions



Best Practices

Chapter 14 Protecting SharePoint with Advanced Antivirus and Edge Security Solutions

Understanding the Forefront Edge Line of Products

  Understanding the Difference Between Forefront UAG and Forefront TMG

Outlining the Need for the Forefront Edge Line for SharePoint Environments

  Outlining the High Cost of Security Breaches

  Outlining the Critical Role of Firewall Technology in a Modern Connected Infrastructure

  Understanding the Growing Need for Application Layer Filtering

Outlining the Inherent Threat in SharePoint Web Traffic

  Understanding Web (HTTP) Exploits

  Securing Encrypted (SSL) Web Traffic

  Securing SharePoint Traffic with SSL Encryption

Securing SharePoint Sites with Forefront TMG 2010

  Configuring the Alternate Access Mapping Setting for the External URL

  Creating a SharePoint Publishing Rule Using Forefront TMG

  Monitoring Forefront TMG Using the Logging Feature

Securing SharePoint Sites Using Forefront UAG

  Architecting Forefront UAG

  Creating a SharePoint Application Within a UAG Trunk

Protecting SharePoint 2010 from Viruses Using Forefront Protection 2010 for SharePoint

  Installing Forefront Protection for SharePoint

  Using Forefront Protection 2010 for SharePoint 2010


Best Practices

Chapter 15 Implementing and Validating SharePoint 2010 Security

Identifying Isolation Approaches to SharePoint Security

  Isolating SharePoint Data with Separate SharePoint Lists

  Isolating SharePoint Through Deployment of Separate Sites or Site Collections

  Isolating SharePoint with Separate Web Applications

  Isolating SharePoint with Separate Physical Farms

Physically Securing SharePoint Servers

  Restricting Physical Access to Servers

  Restricting Login Access

  Physically Securing SharePoint Access by Using Smartcards

Securing SharePoint's SQL Server Installation

  Windows Versus SQL Server Authentication

  Windows Authentication Mode

  SQL Server Authentication Mode

  Determining Which Authentication Mode to Utilize

  Minimize SQL Server Attack Surface

  Using SQL Server Security Logs

Utilizing Security Templates to Secure a SharePoint Server

  Shutting Off Unnecessary Services

File-Level Security for SharePoint Servers

  Exploring NT File System Security

  Auditing File Access to SharePoint Servers

Verifying Security Using the Microsoft Baseline Security Analyzer

  Scanning for Security Vulnerabilities with MBSA

  Viewing MBSA Security Reports

Deploying Transport-Level Security for SharePoint

  Realizing Security by Deploying Multiple Layers of Defense

  Understanding Encryption Basics

  Using Virtual Private Networks to Secure Access to SharePoint

  Examining VPN Tunnels

  Reviewing Tunneling Protocols

  Outlining the PPTP and L2TP Protocols

  Detailing the L2TP/IPsec Secure Protocol

Examining Integration Points Between SharePoint and Public Key Infrastructure

  Understanding Private Key Versus Public Key Encryption

  Using SSL Certificates for SharePoint 2010

  Utilizing Active Directory Certificate Services for SharePoint Servers

  Examining Smartcards PKI Authentication for SharePoint

Using IPsec for Internal SharePoint Encryption

  Reviewing the IPsec Principle

  Detailing Key IPsec Functionality

  Setting Up the Monitoring Environment for IPsec Communications

  Establishing an IPsec Policy on the SharePoint Server

  Verifying IPsec Functionality in Event Viewer


Best Practices

Chapter 16 Configuring Email-Enabled Content, Presence, and Exchange Server Integration

Enabling Incoming Email Functionality in SharePoint

  Installing the SMTP Server Service on the SharePoint Server

  Configuring the Incoming Email Server Role on the SharePoint Server

  Using the Directory Management Service

Working with Email-Enabled Content in SharePoint 2010

  Using Email-Enabled Document Libraries

Understanding Microsoft Exchange Server 2010

  Outlining the Significant Changes in Exchange Server 2010

  Outlining Exchange Server 2010 Server Roles

Planning for an Exchange Server 2010 Environment

  Planning for Exchange Active Directory Design

  Planning for the Mailbox Server Role

  Planning for the Client Access Server Role

  Planning for the Edge Transport Role

  Planning for the Hub Transport Role

  Planning for the Unified Messaging Role

Integrating Exchange 2010 with SharePoint 2010

  Using an Exchange Server as an Outgoing Email Server for SharePoint

  Linking to Calendars, Contacts, and Inbox Items in Exchange 2010 from SharePoint Sites

  Using SharePoint 2010 to Replace Exchange Public Folders

Enabling Presence Information in SharePoint with Microsoft Communications Server 2010

  Configuring Presence Within SharePoint

  Enabling Presence Information on a Web Application

  Examining Presence Functionality within a SharePoint Site Collection


Best Practices

Chapter 17 Safeguarding Confidential Data in SharePoint 2010

Understanding the Threats to SharePoint Data

SQL Server Database Mirroring for SharePoint Farms

  Understanding Operating Modes

  Understanding Transaction Safety Levels

Examining Supported Topologies

  Single Data Center High-Availability Model

  Cross-Site High-Availability Model

  Multiple-Farm Cross-Site Model

Outlining Database Mirroring Requirements

  Examining Supported SQL Server Editions

  Considering Security Requirements

  Examining Supported Databases

  Considering Performance and Scalability

Enabling SQL Database Mirroring

  Exploring the High-Level Steps Involved with Setting Up a Database Mirror

  Backing Up the Databases to Be Mirrored

  Restoring the Databases onto the Mirror Server

  Configuring Security and Enabling Mirroring

Using SQL Transparent Data Encryption (TDE)

  Understanding the Problem

  Encryption Solutions

  Understanding How TDE Works

  Understanding the TDE Key Hierarchy

  Understanding TDE Requirements and Limitations

Enabling TDE for SharePoint Content Databases

  Creating the Database Master Key (DMK)

  Creating the TDE Certificate

  Back Up the TDE Cert

  Creating the DEK

  Encrypt the DB

  Monitoring Progress

  Restoring the TDE Encrypted DB to Another Server

Using Active Directory Rights Management Services (AD RMS) for SharePoint Document Libraries

  Understanding Prerequisites and Limitations of AD RMS

  Installing AD RMS

  Modifying the RMS Certification Pipeline

  Enabling IRM Support in SharePoint Central Admin

  Enabling IRM Support on an Individual Document Library


Best Practices

Part IV Using SharePoint 2010 Technologies for Collaboration and Document Management

Chapter 18 SharePoint Foundation Versus SharePoint Server 2010

Clarifying the Different SharePoint Products from a High Level

  An Overview of Licensing

  Database Requirements of SharePoint Foundation 2010 and SharePoint Server 2010

  Business Applications for Different Versions of SharePoint 2010

Feature Comparison Between SharePoint Foundation 2010 and SharePoint Server 2010 for Farm Administrators

  Service Applications Available in the Different Versions of SharePoint 2010

  Reviewing the Central Administration Tools on the Home Page in SharePoint Foundation 2010 and SharePoint Server 2010

  Comparing General Application Settings in SharePoint Foundation 2010 and SharePoint Server 2010 Enterprise

  Site Collection Options in SharePoint Foundation 2010 and SharePoint Server 2010

  Site Settings Compared in SharePoint Foundation 2010 and SharePoint Server 2010

  Document Library and List Options in SharePoint Foundation 2010 and SharePoint Server 2010

  Web Parts Available in SharePoint Foundation 2010 and SharePoint Server 2010


Best Practices

Chapter 19 Using Libraries and Lists in SharePoint 2010

Empowering Users Through SharePoint 2010 Libraries

  Using the View All Site Content Page in SharePoint 2010

  A Brief Tour of a Document Library

  Adding Documents to a Document Library

Working with the Other Standard Tools in a Document Library

  Working with the New Document and Upload Document Tools

  Pros and Cons of the New Folder Tool

  Using the Edit Document Tool, Check Out, Check In, and Discard Check Out Tools

  Reviewing the View Properties and Edit Properties Tools

  Using the Version History Tool

  Using the Document Permissions Tool

  Using the Delete Button and Recycle Bins

  Reviewing the E-mail a Link and Alert Me Tools

  Understanding the Download a Copy, Send To, Manage Copies, and Go To Source Tools

  A High-Level Overview of Workflows

  How to Use the Publish, Unpublish, and Cancel Approval Tools

  Using the I Like It and Tags & Notes Tools

Empowering Users Through SharePoint 2010 Lists

  Differentiating Lists from Libraries

  Reviewing Several Common Lists Found in a Team Site Template

  Examining the Tools in an Announcements List

  Adding a Column in a List and Updating a List Item

  Creating a View in a List


Best Practices

Chapter 20 Customizing and Managing Libraries and Lists to Meet Business Requirements

Planning the List and Library Ecosystem

  Understanding the Range of List and Library Options

Creating Lists and Libraries

  Making Basic Decisions About the List or Library

Mastering the Library Tab from the Ribbon

  Creating and Managing Views

  Synching Content to SharePoint Workspace

  Connect to Office Options

  Connect to Outlook Export to Excel and Open with Explorer Buttons

  Modify Form Web Parts Tools

  Edit Library Tool

Document Library Settings Page Tools Reviewed

  Versioning Settings

  Advanced Settings Examined from a Library Design Standpoint

  Validation Settings

  Column Default Value Settings

  Manage Item Scheduling

  Rating Settings

  Audience Targeting

  Metadata Navigation

  Per-Location View Settings

  Form Settings Tool

Permissions and Management Tools for Lists and Libraries

  Delete This Document Library

  Save Document Library as Template

  Permissions for This Document Library

  Manage Files That Have No Checked-In Version

  Workflow Settings

Document Sets Compared to Folders as Organizational Tools in Document Libraries

  Enabling Document Sets from Site Collection Features

Content Organizer as a Document Routing Tool


Best Practices

Chapter 21 Designing and Managing Pages and Sites for Knowledge Workers

Understanding Site Collection Options

  Designing the Site and Site Collection Wireframe

Creating a Site Collection

Reviewing the Scope of an Existing Site Collection

Controlling Who Can Create Sites

Creating Pages and Sites

  Creating Pages

Reviewing the Users and Permissions Tools

Reviewing the Galleries Tools

Reviewing the Site Administration Tools

Reviewing the Look and Feel Tools

Reviewing the Site Actions Tools

An Overview of Site Collection Administration Tools

Understanding and Using Site Variations

  Reviewing Site Features and Site Collection Features

Audience Targeting Explained and Demonstrated


Best Practices

Chapter 22 Managing Metadata and Content Types in SharePoint 2010

Effectively Using Metadata in Lists and Libraries

Working with Metadata in a Word 2010 Document and Document Libraries

Reviewing the Column Choices in SharePoint 2010

  An Introduction and Practical Application of Calculated Columns

  Leveraging Validation Settings

  Enforcing Unique Values in Columns

Differences in Multiple Lines of Text Columns in Libraries and Lists

Working with Lookup Columns in Document Libraries

  Testing Enforce Relationship Behavior

Setting Metadata Standards with Default Values

  Setting Default Values from the Settings Page

Site Columns Practical Applications

Content Types Practical Applications

  Considering the Dublin Core Content for Taxonomy Inspiration

Creating and Using Managed Metadata

  Adding Managed Metadata in a List

Content Type Syndication Hubs

Metadata as a Navigation Aid

Enabling the Developer's Dashboard for Troubleshooting


Best Practices

Chapter 23 Leveraging Social Networking Tools in SharePoint 2010

Reviewing the Components of a Healthy My Site Configuration

  High-Level Review of Steps Required to Create a New My Site Host

  High-Level Review of Steps Required to Create a New User Profile Service Application

Reviewing the User Profile Service Application Settings

  Forefront Identity Manager's Involvement in Synchronization

  Reviewing the Setup My Sites Link in the My Site Settings Section

  Reviewing Other Configuration Tools in the My Sites Settings Section

  Managing Social Notes and Tags

Restricting User Access to and Creation of My Site Sites

Mapping a SharePoint Profile Field to Active Directory

User Profile Job Review

  Activity Feed Settings

Components of My Sites

  Creating and Exploring a My Site

  Using Bookmarklets


Best Practices

Chapter 24 Governing the SharePoint 2010 Ecosystem

The Importance of Governance

Creating the Governance Plan

  Reviewing the Vision and Scope Documents

  Visually Mapping the Governance Strategy

  Defining Governance Roles and Responsibilities

Governing the Farm

Governing Site Collections and Sites

Records Management in SharePoint

  Records Declarations

The Governance Cycle


Best Practices

Part V Leveraging Office Applications with SharePoint

Chapter 25 Using Office 2010 Applications with SharePoint 2010

Support for Earlier Versions of Office with SharePoint 2010

  Using Office 2007 Applications with SharePoint 2010

The Basics of Saving a Word Document to a SharePoint Document Library

  Working with Backstage in Word 2010

  Accessing SharePoint Templates from Word 2010

Creating Shortcuts to SharePoint 2010

  Using the Connect to Office Tool to Create Shortcuts

  Manually Add a Shortcut to the SharePoint Sites Folder

  Manually Create a Network Location Shortcut

Coauthoring Word 2010 and PowerPoint 2010 Documents Stored in SharePoint 2010

Using SharePoint Workspace with SharePoint 2010

Connecting SharePoint 2010 Content to Outlook 2010

  Connecting Task Lists to Outlook 2010

  Connecting Calendars to Outlook 2010

Creating Meeting Workspaces from Outlook 2007 and Outlook 2010

  Modifying Outlook 2010 to Allow Creation of Meeting Workspaces


Best Practices

Chapter 26 Extending SharePoint 2010 with Excel Services, Access Services, and Visio Graphics Services

Working with Excel Data in SharePoint 2010

Getting to Know the Excel Services Service Application

  Managing the Excel Service Application

Publishing to Excel Services

  Allowing Parameter Input in Excel Web Access

Access Services Overview

  Creating an Access Web Database Site

Visio Graphics Services Overview


Best Practices

Chapter 27 Office Web Apps Integration with SharePoint 2010

Planning for Office Web Apps Use

  Server Prerequisites and Licensing Considerations

  Browser Support of Office Web Apps

  Planning to Support Multiple Versions of the Office Rich Client

  Mobile Device Support

Installing and Configuring Office Web Apps for SharePoint 2010

  Reviewing Central Administration Settings for the PowerPoint Service Application and Word Viewing Service Application

  Verifying the Site Collection Features Are Enabled for Office Web Apps

  Verifying the Settings in the Document Library

  Set the Default Open Behavior for Site Collections in Central Administration

Testing Office Web Apps Functionality

  Testing Word Access via Office Web Apps

  Testing Excel Access via Office Web Apps

  Testing PowerPoint Access via Office Web Apps

  Testing OneNote Access via Office Web Apps


Best Practices

Chapter 28 Out-of-the-Box Workflows and Designer 2010 Workflows

Defining Workflows in the Business Environment

  Considering Alerts as Basic Workflows

Reviewing the Workflow-Related Settings in Central Administration and Site Settings

  Reviewing the Site Settings Tools for Workflows

Testing the Three-State Workflow

An Overview of Other Standard Workflows

Verifying the Web Application Settings for SharePoint Designer 2010 Use

Downloading and Installing SharePoint Designer 2010

Creating a Reusable Workflow from SharePoint Designer 2010


Best Practices

Part VI Extending the SharePoint Environment

Chapter 29 Application Development with SharePoint Designer 2010 and Visual Studio 2010

Deciding Whether Development Is Required to Meet Business Needs

  Planning the Development Project

Evolutions in the SharePoint Platform for Developers

  Designer 2010 Enhancements

  Visual Studio 2010 Enhancements

Considering SharePoint Designer 2010 for Development

  Common Development Tasks

Creating a Workflow-Based Application in SharePoint Designer 2010

  Testing the Workflow

  Extending the Capabilities of the Application

Using Visual Studio 2010 with SharePoint 2010

  Getting Started with Visual Studio 2010

Developing a Visual Web Part

  Packaging a Visual Web Part


Best Practices

Chapter 30 Business Intelligence in SharePoint 2010 with PerformancePoint Services

PerformancePoint Services Overview

  Getting Started with a PerformancePoint Service Application

Understanding Dashboard Designer

Creating Dashboards in Dashboard Designer

  Data Connections Defined

  KPIs Defined

  Indicators Defined

  Scorecards Defined

  Reports Defined

  Dashboards Defined

Building a Sample Dashboard in Dashboard Designer

  Preparing the Data Sources

  Creating Data Connections

  Creating Key Performance Indicators

  Creating a Scorecard

  Creating a Report

  Creating a Dashboard


Best Practices

Chapter 31 Business Intelligence in SharePoint 2010 with Business Connectivity Services

External Content Types

  Options for Building BCS Entities

  Installing SharePoint Designer

  Preparing to Build External Content Types

  Defining the External Content Type

  Creating an External Content Type for a Related Item

Consuming External Content Types

  External Lists

  External Data

  Writing to External Content Types

  Business Connectivity Services Web Parts

Summary and Conclusion

Best Practices




About the Authors


Michael Noel, MS-MVP, MCITP, is an internationally recognized technology expert, bestselling author, and well-known public speaker on a broad range of IT topics. He has authored 17 major industry books that have been translated into more than a dozen languages worldwide. Significant titles include SharePoint 2007 Unleashed, Exchange Server 2010 Unleashed, Windows Server 2008 R2 Unleashed, Forefront Unleashed, and many more. Currently a partner at Convergent Computing (www.cco.com) in the San Francisco Bay area, Michael's writings and extensive public speaking experience across six continents leverage his real-world expertise helping organizations realize business value from information technology infrastructure.

Colin Spence, MCP, MCTS SharePoint, is a partner at Convergent Computing (www.cco.com) and has worked with SharePoint technologies for nearly a decade. He has worked with hundreds of clients architecting, implementing, configuring, and supporting SharePoint solutions that meet their unique business requirements. Colin has authored several bestselling books on SharePoint products for the Sams Publishing Unleashedseries, including SharePoint 2003, 2007, and now 2010. He contributes to numerous blogs and publications and speaks regularly on SharePoint technologies