Pro SharePoint 2010 Administration pot

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Pro SharePoint 2010
Administration












  
Robert Garrett

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Pro SharePoint 2010 Administration
#OPYRIGHTÚBY2OBERT'ARRETT
!LLRIGHTSRESERVED.OPARTOFTHISWORKMAYBEREPRODUCEDORTRANSMITTEDINANYFORMORBYANYMEANS
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IV
Contents at a Glance

Foreword xiv

About the Author xv

About the Technical Reviewer xvi

Acknowledgments xvii

Introduction xviii

Chapter 1: SharePoint 2010 Overview 1

Chapter 2: Installing and Configuring SharePoint 2010 45

Chapter 3: Security and Policy 101

Chapter 4: People and Profiles 135

Chapter 5: Social Networking 167

Chapter 6: Site Content and Metadata 193

Chapter 7: Documents and Records Management 229

Chapter 8: Business Intelligence 273


Chapter 9: Microsoft Office Integration 311

Chapter 10: Health, Monitoring, and Disaster Recovery 349
 Index 385
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V
Contents

Foreword xiv

About the Author xv

About the Technical Reviewer xvi

Acknowledgments xvii

Introduction xviii

Chapter 1: SharePoint 2010 Overview 1
What Is SharePoint? 1
SharePoint Foundation versus SharePoint Server 2
Sites 3
Communities 3
Composites 3
Insights 4
Content 5
Search 6
SharePoint 2010 System Requirements 6
Overview of New Functionality and Changes 6

The Central Administration Web Site 7
User Interface Changes 8
Microsoft Office Web Applications 10
My Sites, User Profiles, and Social Media 11
Wiki Pages 13
Enterprise Content Management 13
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 CONTENTS
VI
Goodbye, Shared Services Provider 16

SharePoint Basics 17
Creating a new Web Application and Site Collection 17
The Site Actions Menu 20
The Ribbon 22
Lists 23
List Views 29
Document Libraries 32
Pages 34
Web Parts 40
Summary 43

Chapter 2: Installing and Configuring SharePoint 2010 45
Infrastructure Requirements 45
SharePoint 2010 Prerequisites 46
Choosing the Installation Type 48
Stand-Alone Installation 49
Server Farm Installation 50
SharePoint Products Configuration Wizard 53
Managed Accounts 54

Continuing with the Configuration Wizard 56
ADACM (SharePoint Foundation Only) 58
Configuring Your SharePoint Farm 59
Upgrading from Microsoft Office SharePoint 2007 (MOSS) 63
In-Place or Database Attach Upgrade 63
Considerations Before Performing an Upgrade 64
The Pre-Upgrade Check 65
Performing an In-Place Upgrade 67
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 CONTENTS
VII
Performing a Database Attach Upgrade 68

What is the Hybrid Upgrade Approach? 76
Using Alternate Access Mappings to Avoid Downtime 77
Visual Upgrade 78
Switching from Legacy to SharePoint 2010 Branding 79
Visual Upgrade PowerShell Commands 81
Welcome to the Central Administration Web Site 81
Application Management 82
System Settings 90
Monitoring 92
Backup and Restore 93
Security 94
Upgrade and Migration 94
General Application Settings 95
Configuration Wizards 99
Summary 99

Chapter 3: Security and Policy 101

Security Administration 101
SharePoint Administrators 102
Permissions and Permission Levels 104
Creating Custom Permission Levels 107
SharePoint Users 109
SharePoint Security Groups 110
Adding Users to a Group 112
Removing Users from a Group 113
Group Settings and Permissions 113
Creating a New Group (and Assigning Permissions) 115
Deleting a Group 116
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 CONTENTS
VIII
Assigning New Visitor, Member, and Owner Groups at Site Creation 116

Best Practices 119
Granting Permissions 120
Granting Permissions at the Root Site Collection 121
Granting Permissions at a Sub-Site (Breaking Inheritance) 122
Granting Permissions to a List or Document Library 123
Granting Permissions to a List Item or Document 124
Anonymous Access 125
Web Application Policies 126
Claims-Based Authentication 128
Configuring CBA in SharePoint 2010 129
CBA and PowerShell 133
Summary 134

Chapter 4: People and Profiles 135

A User’s Profile 135
The User Profile Infrastructure 136
The User Profile Service Application 137
The User Profile Service 137
The User Profile Synchronization Service 138
The Forefront Identity Manager 138
Configuring User Profile Synchronization 138
Establishing Managed Accounts 139
Creating the User Profile Service Application 142
Starting the Services 143
Importing User Profiles from Active Directory 144
Writing Back to Active Directory 147
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 CONTENTS
IX
User Profiles in SharePoint 2010 150
User Profile Properties and Sub-Types 150
Organization Profiles 158
Audiences 159
People Search 161
SharePoint Search—A Primer 161
People Search in Action 164
Summary 165

Chapter 5: Social Networking 167
My Sites 168
Creating the My Site Host Site Collection 168
Capacity Planning for My Sites 171
A Tour of SharePoint 2010 My Sites 171
Notes and Tagging 183

A Brief Segue on Taxonomy and Folksonomy 183
Tagging in SharePoint 2010 183
Ratings 186
Rating Control and Publishing Pages 188
Blogs 188
Wikis 190
Outlook 2010 Integration 191
Summary 192

Chapter 6: Site Content and Metadata 193
The SharePoint 2010 Content Type Model 193
What Are Content Types and Site Columns? 193
New Content Type Model Functionality 194
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 CONTENTS
X
SharePoint Metadata Types 195
Site Columns 195
Content Types 198
Metadata in Lists 203
Metadata in Publishing 205
The Managed Metadata Service 207
Initial Setup 207
Associating with a Web Application 210
Taxonomy—Managed Metadata 211
Managed Metadata in SharePoint Sites 216
Tagging User Interface 219
Navigation 221
Tagging in Office Applications 223
Content Type Hubs 223

Publishing, Unpublishing, and Republishing 224
The Error Log 227
Summary 228

Chapter 7: Documents and Records Management 229
What Is a Document Management System? 229
Document Management in SharePoint 2010 230
Overview of SharePoint 2010 DMS Features 232
Document Content Types and Document Sets 234
Document Workflows 245
Document Tracking 247
Document Conversion 250
Document Workspaces 251
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 CONTENTS
XI
Records Management in SharePoint 2010 254
Setting Up the Content Organizer 255
Setting up the Records Center 257
Hold and e-Discovery 259
Records Retention 260
In-Place Records Management 262
Auditing 264
Web Content Management 264
Publishing Sites 264
Content Deployment 265
Summary 272

Chapter 8: Business Intelligence 273
Business Intelligence Features in SharePoint 2010 273

PerformancePoint Services 274
Secure Store Installation and Configuration 275
PPS Installation and Configuration 276
Configure PerformancePoint Services to Use the Secure Store Service 277
Creating a New BI Center 279
Installing the Dashboard Designer 280
Creating a Simple BI Dashboard 281
User Permissions in PPS 288
Deploying to Production 288
Importing PerformancePoint Server 2007 Content 289
Business Connectivity Services 291
BCS Service Installation 293
Creating an External Content Type 294
Creating an External List 298
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 CONTENTS
XII
Visio Services 299
Creating Visio Drawings from Task and Issues Lists 301
Utilizing the Visio Web Part 304
Excel Services 305
Creating a Simple Dashboard in Excel Services 305
Summary 309

Chapter 9: Microsoft Office Integration 311
Office 2010 and an Overview of Office 2010 Integration 311
The Backstage Area 312
Live Co-Authoring 315
Document Information Panel 316
Integrating SharePoint 2010 with the Office Applications 318

Microsoft Word 319
Microsoft Excel 323
Microsoft PowerPoint 325
Microsoft OneNote 329
Microsoft Access 330
Microsoft InfoPath 333
Microsoft Visio 339
Microsoft Outlook 339
SharePoint Workspace—the New Groove 340
Office Web Applications 342
Installing Office Web Apps on an Existing Stand-Alone SharePoint 2010 Server 343
Installing Office Web Apps on a New Stand-alone SharePoint 2010 Server 344
Installing Office Web Apps into an Existing SharePoint 2010 Server Farm 345
Installing Office Web Apps into a New SharePoint 2010 Server Farm 347
Summary 348
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 CONTENTS
XIII

Chapter 10: Health, Monitoring, and Disaster Recovery 349
Planning for Disaster Recovery 349
Load-Balanced Service 350
SQL Server Failover Clustering 350
SQL Server Database Mirroring 351
Maintaining Content Integrity 352
The Recycle Bin 352
Versioning 356
Backup and Restore 357
Site Collection Backups 357
Export and Import 359

Unattached Content Database Data Recovery 362
Farm Backup and Restore 365
Health and Monitoring 371
Logging 372
Correlation IDs 374
The Logging Database 374
The Health Analyzer 377
Timer Jobs 380
The Developer Dashboard 382
Summary 383
 Index 385
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XIV
Foreword
4HANKYOUFORTAKINGTHETIMETOREADMYBOOK7HETHERYOUAREINTERESTEDINDIPPINGINTOTHISBOOKTO
FINDANSWERSTOAQUESTIONORYOUINTENDTOREADITFROMCOVERTOCOVER)AMPLEASEDTHATYOUVECHOSEN
THISBOOKTOQUENCHYOURTHIRSTFOR3HARE0OINT!DMINISTRATIONKNOWLEDGE
)F3HARE0OINTWEREANAUTOMOBILETHISBOOKWOULDPROVIDEKNOWLEDGEPRIMARILYTOTHOSEWHO
EXPECTTOGETOILYHANDS3HARE0OINTADMINISTRATORS4HISISNOTTOSAYTHATITISTHEWRONGCHOICEIF
YOUWANTANENDUSER3HARE0OINTMANUAL)NFACT)PROVIDEPLENTYOFUSEFULINFORMATIONABOUTTHE
NEW3HARE0OINTPLATFORMTHECHANGESSINCE3HARE0OINTANDEXPERTINFORMATIONFORNON
ADMINISTRATORS
3HARE0OINTLIKEANYOTHERWEBSERVERBASEDPRODUCTREQUIRESACERTAINAMOUNTOFCAREANDFEEDING
TOKEEPITOPERATIONALANDSOTHEUNDERLYINGTHEMEOFTHISBOOKISABOUTENSURINGTHATBOTHENDUSERS
ANDADMINISTRATORSGAINVALUABLEINSIGHTINTOMAKINGSURE3HARE0OINTRUNSATITSFINESTACCORDINGTO
-ICROSOFTAND3HARE0OINTINDUSTRYBESTPRACTICES
-YAIMISTOPROVIDEYOUWITHCONSISTENTANDRELIABLEKNOWLEDGEOFTHE3HARE0OINTPLATFORMSO
THATYOUHAVEANARSENALOFINFORMATIONTOINSTALL3HARE0OINTCONFIGUREITANDLOOKAFTERTHECARE
ANDFEEDINGOFYOUR3HARE0OINTINFRASTRUCTUREFORYOURORGANIZATIONANDTHEUSERSOFYOUR

3HARE0OINTINFRASTRUCTURE
7ITHINTHISBOOKSTENCHAPTERS)COVERAVARIETYOFTOPICSTHEINSTALLATIONANDSECURINGOFA
3HARE0OINTFARMMANAGEMENTOFCONTENTDOCUMENTSMETADATANEWSOCIALNETWORKINGFEATURES
AKINTOTHATOF&ACEBOOKBUSINESSINTELLIGENCEINTEGRATIONOF-ICROSOFT/FFICEANDHOWTO
MINIMIZEDOWNTIMEANDPRESERVEDATAINTEGRITYWITHDISASTERRECOVERY
7HYSHOULDYOUBUYTHISBOOK2EADINGITWILLGIVEYOUANALLROUNDUNDERSTANDINGOF3HARE0OINT
ADMINISTRATIONANDTHEFEATURESOFTHENEWPLATFORM4HISBOOKISNOTPITCHEDASAQUICKREADNOR
YETASAHUGEREFERENCETEXTBOOKFORTHEOCCASIONALGLANCEBUTANICECOMFORTABLEREADFORANYONE
SERIOUSLYINTERESTEDIN3HARE0OINT
)SINCERELYHOPETHATYOUENJOYREADINGTHISBOOKASMUCHAS)ENJOYEDWRITINGITANDTHATNOMATTER
WHATTYPEOF3HARE0OINTREADERYOUAREYOUFINDVALUABLEINSIGHTINTHECONTENTOFTHESEPAGES


2OBERT'ARRETT
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XV
About the Author

 Robert Garrett HASWORKEDINTHEFIELDOF3HARE0OINTSINCEPRIORTO-ICROSOFT
/FFICE3HARE0OINT3ERVER2OBGRADUATEDFROMA,ONDONUNIVERSITYWITHA
#OMPUTER3CIENCEDEGREEINANDENTEREDTHEPROFESSIONALWORLDOFSOFTWARE
DEVELOPMENTWHICHTURNEDOUTTOBEAFUNDECADEOFSOFTWAREDEVELOPMENTIN
LANGUAGESSUCHAS#6ISUAL"ASIC#ANDEVEN*AVA
)NTHEFALLOF2OBDECIDEDTHATTHEDAYSOFHOMEBREWANDCUSTOM
SOFTWAREDEVELOPMENTWEREBECOMINGATHINGOFTHEPASTANDSOHELOOKEDTO
IMPLEMENTINGSOFTWAREWITHIN3HARE0OINT!S-ICROSOFTREADIEDTOLAUNCH
3HARE0OINT2OBTOOKATECHNICALDEVELOPMENTPOSITIONWITH0ORTAL
3OLUTIONS,,#ANESTABLISHEDCONSULTINGFIRMIN2OCKVILLE-$53!AND
ACCELERATEDHISCAREERIN3HARE0OINTDEVELOPMENTONWHATWASTHENTHE

"ETAVERSIONOFTHEPRODUCT
3INCE2OBHASGROWNWITH3HARE0OINTANDHASDESIGNEDDEVELOPEDANDDEPLOYEDVARIOUS
HIGHPROFILECUSTOMERWEBSITESASWELLASINTRANETANDEXTRANETSOLUTIONSONTHE3HARE0OINTAND
3HARE0OINTPLATFORM
4HESEDAYS2OBWORKSEXCLUSIVELYASA3HARE0OINT!RCHITECTWHENNOTWRITINGORREVIEWING
BOOKSANDCONTINUESTODESIGNANDBUILDCUSTOM3HARE0OINTSOLUTIONSWITH0ORTAL3OLUTIONS!S
-ICROSOFTCONTINUESTOINVESTINTHE3HARE0OINTPRODUCT2OBPLANSTOCONTINUESTAYINGAHEADOFTHE
3HARE0OINTTECHNOLOGYCURVEANDTODISSEMINATENEWANDINTERESTINGINFORMATIONTOANYONEWHOCARES
TOREADHISWORDS
7HENNOTWORKING2OBENJOYSSPENDINGTIMEWITHHISFAMILYANDENJOYINGALLTHEFUNACTIVITIESTHAT
THE$#METROAREAHASTOOFFER

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XVI
About the Technical Reviewer

 Daniel Cohen-DumaniISFOUNDERAND#%/OF0ORTAL3OLUTIONSASUCCESSFUL
PRACTICEFOCUSINGON-ICROSOFT3HARE0OINTSOLUTIONS$ANIELHASMORETHANYEARS
EXPERIENCEINTHECOMPUTERSCIENCEFIELD0RIORTOFOUNDING0ORTAL3OLUTIONS-R
#OHEN$UMANIWAS#HIEF4ECHNOLOGY/FFICERFOR/N#AMPUS-ARKETINGALEADING
FIRMFORTHECOLLEGEFUNDRAISINGMARKETPLACE-R#OHEN$UMANIWAS#)/FOR
%XECUSTAYBY-ARRIOTTFROMTOWHEREHESUCCESSFULLYBUILTATECHNOLOGY
ORGANIZATIONTOSUPPORTTHECOMPANYMISSIONANDGROWTHSTRATEGY-R#OHEN
$UMANIEARNEDA-ASTER$EGREEIN#OMPUTER3CIENCEFROMTHE3WISS&EDERAL
)NSTITUTEOF4ECHNOLOGYIN,AUSANNE3WITZERLAND



www.it-ebooks.info

XVII
Acknowledgments
)WOULDLIKETOTAKETHISOPPORTUNITYTOTHANKTHEFOLLOWINGPEOPLEFORTHEIRSUPPORTANDENCOURAGEMENT
INMYWRITINGOFTHISBOOK
'RAHAM*OHN'ARRETTMYFATHERWHOINTRODUCEDMETOCOMPUTERPROGRAMMINGONHISFIRST
#OMMODOREBITHOMECOMPUTER(ADHENOTDONESOPERHAPS)WOULDNEVERHAVEENDEDUPINTHE
COMPUTERBUSINESS
*ESSICA+APLANMYSWEETHEARTWHOTIRELESSLYENCOURAGEDMETOWRITETHISBOOKFEDANDWATERED
MEDURINGSOMEOFTHELONGCHAPTERSANDPROVIDEDMEWITHENDLESSEMOTIONALSUPPORTWHEN)BECAME
FATIGUED
$ANIEL#OHEN$UMANIMYBOSSANDESTEEMEDCOLLEAGUEAT0ORTAL3OLUTIONSWHOISBOTHTHE
TECHNICALREVIEWEROFTHISBOOKANDMYINSPIRATIONINTHEFIELDOF3HARE0OINT
!LLMYCOLLEAGUESAT0ORTAL3OLUTIONSMANYOFWHOMSUFFEREDNOEMBARRASSMENTINASKINGFORAPLUG
INMYBOOKTHISISFORYOUANDFORTHEIRSHAREDKNOWLEDGEOF3HARE0OINT
-YCHILDREN3IMONAND"ELLAFORBEINGYOUANDFORLOVING$ADDYUNCONDITIONALLY

www.it-ebooks.info

XVIII
Introduction
(ELLOANDWELCOMETOPro SharePoint 2010 Administration-YNAMEIS2OBANDTOGETHERWEAREABOUT
TOSPENDCHAPTERSDISCOVERINGADMINISTRATIONOFTHELATESTVERSIONOF3HARE0OINT
3HARE0OINTADMINISTRATIONCANBEINTIMIDATINGTOANYONELOOKINGATTHEPLATFORMFORTHEFIRSTTIME
ANDSO)HAVEWRITTENTHISBOOKTOCOVERALLTHEMAJORAREASANDDEMONSTRATECONFIGURATIONINASTEPBY
STEPFASHION#HAPTERKICKSOFFWITHANOVERVIEWOFTHENEW3HARE0OINTPLATFORMITSCHANGESFROM
THEPREVIOUSPRODUCTVERSIONANDWHATYOUCANEXPECTOFTHENEWFEATURES
)NTHISBOOKYOUAND)WILLWALKTHROUGHTHEINSTALLATIONOFA3HARE0OINT3ERVERONANEW
7INDOWSSERVER)LLHIGHLIGHTTHEPREREQUISITESFORTHEINSTALLATIONANDTHEMINIMUMHARDWAREAND
OPERATINGSYSTEMSOFTWAREREQUIREMENTS)FYOUREASEASONED3HARE0OINTADMINISTRATORANDHAVE

PERFORMEDMANYINSTALLATIONSOF3HARE0OINTBEFOREYOUMIGHTGAINADDITIONALINSIGHTINWHAT)HAVE
WRITTENIFYOUARENOT#HAPTERSERVESASAGREATINSTRUCTIONSETFORANYONELOOKINGTOINSTALL3HARE0OINT
FORTHEFIRSTTIME
7ITH3HARE0OINTINSTALLEDWEEMBARKONTHEJOURNEYTHROUGHTHEVARIOUSAREASOF3HARE0OINT
THROUGHOUT#HAPTERSWHICHINCLUDEDETAILONTHESETOPICS3ECURITYAND0OLICY5SERSAND5SER
0ROFILES3OCIAL.ETWORKING$OCUMENTS2ECORDSAND-ETADATA"USINESS)NTELLIGENCE-ICROSOFT/FFICE
)NTEGRATIONAND(EALTHAND$ISASTER2ECOVERY
9OUMAYBEASKINGh7HYNOCHAPTERON3EARCHv)CONSIDEREDITBUTTHESEARCHCAPABILITIESIN
3HARE0OINTAREVASTANDWITHTHENEW&!34%NTERPRISE3EARCH0LATFORMINCLUDEDASANOPTIONIN
3HARE0OINT%NTERPRISE)DECIDEDTHATSEARCHWASBESTLEFTTOADEDICATEDBOOKONTHESUBJECT
4HANKYOUFORYOURINTERESTINMYBOOK)HOPEYOUHAVEASMUCHFUNREADINGITAS)DIDWRITINGIT)
AMALWAYSINTERESTEDINREADERFEEDBACKSOFEELFREETOVISITMYBLOGATHTTPBLOGROBGARRETTCOMOR
WRITEMEANEMAILATFEEDBACK ROBGARRETTCOM%NJOY
A word about the Target Audience
4HETITLEGIVESITAWAY—THISBOOKISFOCUSEDON3HARE0OINTADMINISTRATORSORBUDDINGADMINISTRATORS
BUTTHATISNOTTOSAYTHATTHISBOOKHASNOVALUEFORBUSINESSEXPERTSORDEVELOPERAUDIENCES)’VETRIEDTO
WRITETHISBOOKTOAPPEALTOANYONEWITHANINTERESTIN3HARE0OINT—INSTALLINGITCONFIGURINGITAND
USINGMANYOFTHEBESTFEATURESTHEPLATFORMHASTOOFFER
)FYOURENEWTO3HARE0OINTCONGRATULATIONSONJOININGALARGECOMMUNITYOFLIKEMINDED
3HARE0OINTENTHUSIASTSYOULLGAINAWEALTHOFINFORMATIONABOUTGREENFIELDINSTALLATIONCONFIGURATION
ANDADMINISTRATIONOF3HARE0OINTFROMMYBOOK&ORTHOSEAUDIENCEMEMBERSFAMILIARWITH
3HARE0OINTTHISBOOKSERVESASGREATREFERENCEMATERIALANDBESTPRACTICEFORWHATYOUMAYALREADY
KNOW&ORTHECASUALREADERINTHEBOOKSTORETHISBOOKSHOULDHOPEFULLYWHETYOURPALETTEFORWHAT
3HARE0OINTHASTOOFFERANDPROVIDEYOUANOVERVIEWIFYOURECURIOUSABOUTWHAT3HARE0OINTISOR
IFYOUREINTERESTEDINFINDINGOUTHOWTHEPLATFORMHASCHANGEDSINCETHEPREVIOUSVERSION
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