microsoft sharepoint server 2010 bible

Steven Mann
Create collaborative
portals and sites
Generate BI reports
and manage records
Enjoy wiki-style
editing capabilities
The book you need to succeed!
Discover SharePoint tips, hacks, and new solutions
Microsoft
®
SharePoint
®

Server 2010
Mann
The must-have guide for
SharePoint system administrators!
Whether you use it for development, as a collaboration
vehicle, or a Web content manager, SharePoint Server
2010 is so feature-rich, it has something for everybody.
But if you’re the systems administrator, managing all that
variety can be tricky. The 700+ pages in this in-depth
guide cover everything you need to install, configure,
and administer this powerful tool. Set up workflows,
master BI tools, configure an intranet portal—it’s all
here and much more!
• Determine which one you need—SharePoint Server (SPS) 2010
or SharePoint Foundation Server (SFS) 2010
• Customize and manage Web Parts

• Create intranet and internet portals to facilitate your business
• Learn SPS and SFS out-of-the-box workflows
• Integrate Office systems with SharePoint
• Use SharePoint for business intelligence (BI) with PowerPivot and other tools
• Track projects and Key Performance Indicators (KPIs) and create
an accounting dashboard

Shelving Category:
COMPUTERS / Client-Server
Computing
Reader Level:
Beginning to Advanced
$44.99 USA
$53.99 Canada
www.wiley.com/go/sharepointserver2010bible

Companion
Web Site
Visit www.wiley.com/go/
sharepointserver2010bible and
download solution packages
applicable to the book’s projects.
Steven Mann
is a Principal Architect for RDA
Corporation and has over 16 years
of professional experience. He
has been focused on collaboration
and business intelligence solutions
utilizing Microsoft technologies for
the past seven years.

SharePoint
®
Server 2010
Microsoft
®
Companion
Web Site
spine 1.63
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Microsoft
®
SharePoint
®

Server 2010 Bible
Steven Mann
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Microsoft
®
SharePoint
®
Server 2010 Bible
Published by
Wiley Publishing, Inc.
10475 Crosspoint Boulevard

Indianapolis, IN 46256
www.wiley.com
Copyright © 2010 by Wiley Publishing, Inc., Indianapolis, Indiana
Published simultaneously in Canada
ISBN: 978-0-470-64383-9
Manufactured in the United States of America
10 9 8 7 6 5 4 3 2 1
No part of this publication may be reproduced, stored in a retrieval system or transmitted in any form or by any means,
electronic, mechanical, photocopying, recording, scanning or otherwise, except as permitted under Sections 107 or 108 of
the 1976 United States Copyright Act, without either the prior written permission of the Publisher, or authorization
through payment of the appropriate per-copy fee to the Copyright Clearance Center, 222 Rosewood Drive, Danvers, MA
01923, (978) 750-8400, fax (978) 646-8600. Requests to the Publisher for permission should be addressed to the
Permissions Department, John Wiley & Sons, Inc., 111 River Street, Hoboken, NJ 07030, (201) 748-6011, fax (201) 748-
6008, or online at />LIMIT OF LIABILITY/DISCLAIMER OF WARRANTY: THE PUBLISHER AND THE AUTHOR MAKE NO
REPRESENTATIONS OR WARRANTIES WITH RESPECT TO THE ACCURACY OR COMPLETENESS OF THE
CONTENTS OF THIS WORK AND SPECIFICALLY DISCLAIM ALL WARRANTIES, INCLUDING WITHOUT
LIMITATION WARRANTIES OF FITNESS FOR A PARTICULAR PURPOSE. NO WARRANTY MAY BE CREATED
OR EXTENDED BY SALES OR PROMOTIONAL MATERIALS. THE ADVICE AND STRATEGIES CONTAINED
HEREIN MAY NOT BE SUITABLE FOR EVERY SITUATION. THIS WORK IS SOLD WITH THE UNDERSTANDING
THAT THE PUBLISHER IS NOT ENGAGED IN RENDERING LEGAL, ACCOUNTING, OR OTHER PROFESSIONAL
SERVICES. IF PROFESSIONAL ASSISTANCE IS REQUIRED, THE SERVICES OF A COMPETENT PROFESSIONAL
PERSON SHOULD BE SOUGHT. NEITHER THE PUBLISHER NOR THE AUTHOR SHALL BE LIABLE FOR
DAMAGES ARISING HEREFROM. THE FACT THAT AN ORGANIZATION OR WEBSITE IS REFERRED TO IN
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Trademarks: Wiley, the Wiley logo, and related trade dress are trademarks or registered trademarks of John Wiley &
Sons, Inc. and/or its affiliates, in the United States and other countries, and may not be used without written permission.
Microsoft and SharePoint are registered trademarks of Microsoft Corporation in the United States and/or other countries.
All other trademarks are the property of their respective owners. Wiley Publishing, Inc., is not associated with any product
or vendor mentioned in this book.
Wiley also publishes its books in a variety of electronic formats. Some content that appears in print may not be available in
electronic books.
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A
ppreciation is extended to Ramu Pulipati and Samir Patel from RDA Corporation for gener-
ating the downloadable content for this publication. Their examples and code extend the
concepts within their related chapters and help dive deeper than what is possible in text
and figures.
Special thanks to Richard Phillips, one of my previous customers, who continually challenged me
to produce solutions within SharePoint and InfoPath that didn’t seem possible. Rich kept my skills
sharpened and assisted in expanding my knowledge and capabilities.
I’d also like to thank my family and friends for their support and patience as I’ve worked on this
book. I became committed to the revision of the SharePoint 2007 Bible to produce the SharePoint
2010 version from day one and spent countless hours every night to produce a quality publication.
Thank you for standing by me during this time.
Thank you to everyone at Wiley that made this book a reality. I would like to thank Aaron Black,
my acquisitions editor, and Beth Taylor, the project editor, for being patient with me and helping
me along the process.
About the Author
Steve Mann is a Principal Architect for RDA Corporation and has over 16 years of professional
experience. He has been focused on collaboration and business intelligence solutions utilizing
Microsoft technologies for the past 7 years. Steve managed the internal BI Practice Group at RDA

for several years and is still an active participant. He is also heavily involved within RDA’s
Collaboration/Search Practice Group.
Steve enjoys vacationing with his family along the east coast including locations such as Orlando,
Florida; Williamsburg, Virginia; Ocean City, Maryland; Sea Isle City, New Jersey; and New York
City and usually hits three or four locations each year.
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Credits
Acquisitions Editor
Aaron Black
Executive Editor
Jody Lefevere
Project Editor
Beth Taylor
Technical Editor
Jeffery Charikofsky
Copy Editor
Beth Taylor
Editorial Director
Robyn Siesky
Editorial Manager
Rosemarie Graham
Business Manager
Amy Knies
Senior Marketing Manager
Sandy Smith
Vice President and Executive Group
Publisher
Richard Swadley

Vice President and Executive Publisher
Barry Pruett
Project Coordinator
Katie Crocker
Graphics and Production Specialists
Carl Byers
Andrea Hornberger
Quality Control Technician
Melanie Hoffman
Proofreading and Indexing
Christine Sabooni
BIM Indexing & Proofreading Services
Media Development Project Manager
Laura Moss
Media Development Assistant Project
Manager
Jenny Swisher
Media Development Associate Producer
Josh Frank
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v
Acknowledgments ..........................................iii
Introduction ............................................... xx
Part I: Getting Started With SharePoint 1
Chapter 1: Introducing SharePoint Products and Technologies .........3
Exploring SharePoint Server 2010 4
Comparing Microsoft Office SharePoint Server 2007 and SPS 2010 5
Choosing between SPS and SharePoint Foundation (SF) 7

Comparing SPS and SF 2010 7
Considering organizational size 9
Meeting the requirements 10
Typical SharePoint Foundation requirements 10
Typical SPS requirements 10
Summary 11
Chapter 2: Installing SharePoint ................................ 13
Planning Your SharePoint Deployment 13
Choosing your shared service application roles 14
Defining your SharePoint farm topology 15
Physical architecture key concepts 16
Choosing your portal topology 16
Considering Administrator Security Needs 18
Integrating with network infrastructure 18
Providing authentication 18
Using SQL Server 19
Using Exchange Server 19
Installing Your SharePoint Farm Components 20
Installing prerequisite components 20
Checking the hardware and software requirements 20
Installing SQL Server 20
Running the SharePoint 2010 Preparation Tool 21
Preparing administrative accounts 22
Installing SharePoint 22
Installing on a single server with SQL Server Express 23
Installing SharePoint Foundation in a farm configuration 23
Installing SPS in a farm configuration 24
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Contents
Central Administration Configuration 25
Configuring your SharePoint Farm 26
Configuring incoming/outgoing e-mail settings 26
Alternating access mapping 27
Configuring diagnostics logging 27
Backing up a SharePoint farm 28
Application configuration 28
Associating Web applications and SSAs 29
Configuring Excel Services 30
Creating Top-Level Sites 31
Configuring a Site 32
Summary 33
Chapter 3: Using Sites and Pages............................... 35
Designing Your Site Structure 35
Defining site-related terms 36
Defining site collections and site maintenance policies 38
Defining site collections 38
Defining site maintenance policies 38
Using Site Templates 41
Using collaboration templates 42
Team site template 42
Blank site template 43
Enterprise Wiki site 43
Blog 45
Records Center (SPS only) 46
Documents Center 47
Document workspace 48
Group Work site 49

Using publishing templates 50
Publishing site with workflow (SPS only) 50
Publishing site (SPS only) 51
Using meeting templates 52
Basic meeting workspace 52
Blank meeting workspace 53
Decision meeting workspace 54
Social meeting workspace 55
Multipage meeting workspace 56
Using Enterprise site templates 56
Personalization site 56
Enterprise Search Center 58
Basic Search Center 59
FAST Search Center 59
Using Web Database site templates 59
Creating a custom site template 62
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Contents
Implementing Your Site Structure 64
Creating your root sites 64
Implementing your friendly names 66
Implementing navigation 66
Turning on site features 69
Using Pages and Page Libraries 71
Modifying page content types 71
Adding site and server columns 72
Associating columns with content types 73

Creating a site content type 74
Modifying page layouts 74
Editing the page layouts using SharePoint Designer 76
Selecting the page layouts available in a page library 78
Using Site Pages and Site Assets 78
Modifying site pages 79
Creating a new site page 80
Editing a site page 80
Utilizing site assets 80
Adding files to site assets 80
Using site asset items in site pages 80
Summary 82
Chapter 4: Using Lists and Libraries............................. 83
Implementing SharePoint Lists and Libraries 83
Using the SharePoint list templates 84
Blank & Custom list templates 84
Communication list templates 84
Data list templates 85
Tracking list templates 85
Creating a list using a template 86
Using the SharePoint library templates 86
Content library templates 86
Data library templates 87
Creating a library using a template 87
Creating custom SharePoint lists 87
Creating custom lists in a Web page 88
Creating custom lists in Datasheet view 88
Importing spreadsheets to create custom lists 89
Configuring list and library settings 91
Configuring general settings 91

Adding ratings to your lists 94
Managing lists and configuring list permissions 94
Configuring communication settings for a list 97
Organizing content using folders 98
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Contents
Customizing Lists and Libraries 99
Implementing custom columns 99
Creating lookup lists 104
Configuring list and library item security 106
Creating Views 107
Selecting the view type 107
Configuring view settings 109
Selecting and modifying views 113
Using List Web Parts 114
Adding a list Web Part 114
Modifying list Web Part views 116
Connecting Web Parts 118
Customizing a List Data Entry Form Using InfoPath 2010 119
Modifying Form Web Parts 122
Default New Form 123
Default Display Form 125
Default Edit Form 125
Summary 125
Chapter 5: Using and Customizing Web Parts.................... 127
Exploring Web Parts 128
Using Web Parts 129

Adding a Web Part to a Web Part page 129
Closing or deleting a Web Part from a Web Part page 132
Closing a Web Part 133
Deleting a Web Part 133
Configuring Web Parts 133
Modifying the Appearance settings 134
Modifying the Layout settings 135
Modifying the Advanced section 135
Connecting Web Parts 137
Understanding Web Part Galleries 139
Web Parts in common with SharePoint Foundation 139
Content Editor Web Part 140
HTML Form Web Part 142
Image Web Part 142
Image Viewer 142
Silverlight Web Part 142
Site Users 142
Page Viewer Web Part 142
Relevant documents 143
User tasks 143
XML Web Part 144
List View Web Part 145
Data View Web Part 146
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Contents
Web Parts specific to SPS 147
Business Data 147

Content Rollup 148
Filters 153
Forms 153
Media and Content 153
Outlook Web Access 154
Search 155
Social Collaboration 158
Managing Web Parts 162
Adding Web Parts to the Web Part Galleries 162
Deploying a Web Part to the Server Web Part Gallery 162
Deploying a Web Part to the Site Web Part Gallery 163
Removing Web Parts from the gallery 163
Exporting and importing Web Parts 163
Summary 164
Part II: Configuring SharePoint Server 165
Chapter 6: Using Personalization Features ....................... 167
Defining Personalization Features and Functions 167
Creating User Profiles 168
Targeting audiences 170
Exploring My Site 171
Using Personalization sites 175
Designing User Profiles and Memberships 176
Determining user profile fields 176
Establishing mapping between profile properties and your directory service 179
User Profile Service Application 180
Configure synchronization connections 182
Profile synchronization 184
Designing audiences 191
Targeting by list item or Web Part 192
Targeting content by using Trusted My Site host locations 195

Using Web Parts that filter by audience 195
Managing memberships 196
Managing Personalization Features 197
Managing user profiles and properties 197
Setting Profile Services policies 201
Configuring My Site settings 205
Configuring Trusted My Site host locations 206
Creating published links to Office clients 206
Configuring personalization links 207
Setting personalization services permissions 207
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Contents
Managing My Sites 208
Searching for People 210
Summary 211
Chapter 7: Searching and Retrieving Content .................... 213
Configuring and Maintaining
the Search and Indexing Components 213
Indexing content 214
Planning content sources 214
Implementing content sources 215
Implementing SSA settings for all sources 217
Implementing server name mappings 218
Configuring Search for your server farm 219
Configuring search scopes 221
Defining search scopes at the SSA 221
Copying SSA scopes for your site collection 223

Defining site collection search scopes and scope display groups 223
Tuning Search Results 226
Configuring relevance settings to prioritize content 226
Using managed properties 227
Implementing keywords 229
Customizing the Enterprise Search Center 231
Finding Content with Alerts 235
Summary 236
Chapter 8: Workflow and Process Improvement.................. 237
The Microsoft Office Workflow Environment 238
Windows Workflow Foundation 238
WF components 238
Windows SharePoint Services 239
Workflow templates 239
Association 239
Creating Basic Workflows 240
Out-of-the-box workflows in common with SFS 240
Configuring Three-State Workflow on an Issue Tracking list 240
Customize the Three-State workflow — settings and options 243
SharePoint Server out-of-the-box workflows 245
Using Office SharePoint Designer 246
Using the Workflow Editor 249
Creating Advanced Workflow Solutions with Visual Studio and InfoPath 254
Tutorial: Build a custom workflow 254
Prepare your environment 255
Wiki site and list creation 255
Create the Visual Studio project 256
InfoPath Form #1 creation — Workflow Association and Instantiation Form 257
InfoPath Form #2 creation — Workflow Form 266
Visual Studio Code Authoring/Programming 269

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Contents
Deploying 279
Activating, Running, and Debugging 281
Summary 283
Chapter 9: Extending Office Server ............................ 285
Developing Features for Office Server 286
Creating a feature.xml file 287
Using the element types 290
Element types for all scopes 290
Element type for farm, Web application, or site scopes 294
Element types for Web application scope 294
Element types for site scope 295
Element types for Web scope 309
Installing and Activating Feature Definitions 310
Installing the feature 310
Activating/deactivating features 311
Optimizing Excel Services 313
Configuring Excel Services settings 314
Adding trusted file locations 315
Defining trusted data connection libraries 318
Configuring trusted data providers 319
Adding user-defined function assemblies 320
Summary 322
Chapter 10: Securing Office Server ............................ 323
Securing Servers and Farms 323
Internet/extranet portals and sites 324

Securing servers in an anonymous access environment 324
Enable anonymous access using central administration 325
Securing server-to-server communications during content publishing 327
Encrypting SPS SharePoint application connection strings 328
Configuring antivirus settings 328
Managing blocked file types 330
Architect your administrator security 331
Securing Client Communications 332
Authentication 333
Forms-based authentication 334
Web Single Sign-On using the Secure Store Service 342
Implementing SSL 346
Configuring SSL 346
Securing Content 350
Team collaboration 350
Securing anonymous content 351
Enterprise portal/Intranet security 351
Turning site features on and off 351
Security groups 352
Creating a site with unique permissions 353
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Contents
Breaking inheritance for an existing site 354
Creating a new permission level 356
Creating a new SharePoint group 356
Configuring list and library item security 357
Summary 358

Part III: Content Management with SharePoint 359
Chapter 11: Managing Web Content ........................... 361
Designing Web Pages 361
Working with master pages 362
Modifying a master page 363
Discovering page layouts 368
Content types 369
Creating custom page layouts 369
Creating pages 372
Associating page layouts with libraries 373
Enabling page scheduling 373
Implementing Web Content Workflow 376
Using the approval workflow 377
Deploying content between servers 381
Using site variations and language translations 385
Using Document Conversion 390
Managing Web Sites 393
Auditing activity 393
Configuring Web Analytics reporting 396
Configuring usage processing 396
Viewing Web Analytics for your web application 397
Viewing Web Analytics for a site collection 397
Viewing Web Analytics for a specific site 397
Analyzing the Web Analytics reports 398
Extending quotas 398
Configuring site quotas 399
Configuring quota templates 400
Deleting unused sites 400
Configuring Mobile Access 403
Summary 403

Chapter 12: Implementing Records Management ................. 405
Planning for Records Management 405
Planning overview 406
Creating file plans and policies 407
Defining a record 408
Documenting the file plan 408
Defining your policies 409
Determining how records are moved to the repository 410
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Contents
Implementing a Records Repository Site and File Plan 411
The records repository site template 411
Record routing 411
Policy enforcement 412
Integration and extensibility 412
Holds 412
Tutorial: Records management deployment and configuration 412
Provisioning a records repository site 412
Creating the records storage location document libraries 414
Defining the records routing behavior for the record type 418
Testing the records routing using the Drop-Off library 419
Moving content from SharePoint Server 2010 sites
to the Records Repository site 420
Considerations for configuring permissions in the records repository site 428
Suspending Record Disposition with Holds 428
Creating a hold order 429
Searching for and placing relevant records on hold 431

Applying a hold to an individual record 431
Releasing a hold order 432
Managing a Records Management Program 433
Reviewing and resolving unclassified records 433
Managing missing metadata 434
Reviewing hold reports 434
Summary 434
Chapter 13: Integrating Office System with SharePoint............. 435
Integrating with Office Applications 435
Saving files to SharePoint 436
Saving Office Documents to SharePoint 438
Adding SharePoint locations to Office applications 438
Check-in, check-out, and metadata capture 440
Publishing documents to SharePoint 2010 442
Publishing — Saving Office document to SharePoint 442
Publishing blogs from Word 443
Publishing — PowerPoint to slide library 445
Access integration 446
Integrating Outlook Features with SharePoint 451
Outlook integration with SharePoint tasks and contacts 452
Exploring Tasks list synchronization 452
Removing the Tasks list from Outlook 455
Add SharePoint contacts to your Outlook client 455
Access to SharePoint document libraries and discussions 456
Calendaring integration 459
Connect a SharePoint calendar to the Outlook client 460
Overlaying the SharePoint calendar with your Outlook calendar 461
RSS subscription 462
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Contents
Using SharePoint Workspace with Office Server 464
Determining when to use SharePoint Workspace with SharePoint 464
SharePoint Workspace Account Configuration 465
Site synchronization 466
Check-in/check-out in SharePoint Workspace 469
Summary 469
Part IV: SharePoint Server and Business Intelligence 471
Chapter 14: Using SharePoint as a Business Intelligence Platform ..... 473
Defining Business Intelligence for Your Organization 473
Identifying your BI scenarios 476
Identifying actions 476
Using PerformancePoint Services and Dashboard Designer 477
Creating a Business Intelligence Center site collection 477
Configuring PerformancePoint services 478
Defining data sources 480
Defining KPIs 482
Creating a scorecard 486
Creating an analytical chart 489
Creating a dashboard 490
Installing PowerPivot 495
PowerPivot for SharePoint Server installation 495
PowerPivot for Excel installation 497
Summary 498
Chapter 15: Using Reporting Services and Report Libraries .......... 499
Configuring the Reporting Environment 499
Configuring Reporting Services integration 500
Installing the SQL Server Reporting Services add-in

for SharePoint Technologies 2010 500
Creating a SharePoint integrated Reporting Services database 501
Configuring the execution account 502
Configuring the Reporting Services settings in SharePoint 502
Adding reporting services content types 503
Configuring the Report Library as a trusted location 504
Managing Data Sources, Models, and Data Connections 506
Creating and uploading data connections 507
Creating data sources and data models 512
Managing Reports and Models 514
Managing reports 515
Uploading reports 515
Managing subscriptions 516
Managing data sources 522
Managing parameters 522
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Contents
Managing processing options 523
Viewing and creating snapshots 524
Managing models 525
Viewing dependent items 525
Managing clickthrough reports 525
Managing model item security 526
Regenerating a data model 527
Implementing the Report Viewer Web Part 527
Adding and configuring the Report Viewer Web Part 528
Connecting the Report Viewer Web Part to a filter Web Part 530

Summary 533
Chapter 16: Using Status Lists to Implement KPIs ................. 535
Defining Your Key Performance Indicators 535
Defining indicators 536
Driving users to action 540
Designing KPI Web Parts for your sites 540
Showing data using the Status Indicator Web Part 541
Showing data using the Indicator Details Web Part 542
Implementing Status List KPIs from SharePoint Lists 544
Identifying the SharePoint source and view 544
Determining the KPI calculation 545
Determining values for goals and warnings 547
Implementing Status List KPIs from Excel 550
Identifying your Excel KPI source 550
Configuring a trusted source for your Excel storage location 551
Creating your KPI from an Excel worksheet 554
Implementing Status List KPIs from Analysis Services 555
Creating an Office data connection to your Analysis Services cube 555
Creating an indicator from data in SQL Server 2008 Analysis Services 559
Implementing Status List KPIs Manually 561
Summary 564
Chapter 17: Implementing Business Data Connectivity Services ...... 565
Identifying Your Business Data 565
Identifying data sources 566
Identifying scenarios and goals 566
Defining your entities 567
Defining associations 567
Defining Business Data Models 568
Creating external content types using SharePoint Designer 569
Creating BSC Models using Visual Studio 2010 576

Setting permissions on BCS external content types 582
Creating profile pages on BCS external content types 584
Implementing Single Sign-On Using the Secure Store Service 585
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Configuring Business Data Search 588
Adding a content source 588
Mapping metadata properties 590
Creating a search scope 592
Adding a custom search page 594
Integrating Business Data with Lists and Sites 596
Adding business data to lists 597
Integrating business data on your site 599
Business Data List Web Part 599
Business Data Item Web Part 600
Business Data Related List Web Part 603
Business Data Actions Web Part 605
Business Data Item Builder Web Part 606
Summary 606
Part V: Customizing SharePoint 607
Chapter 18: Implementing Content Types....................... 609
Defining Content Types 609
Content type hierarchy 611
Creating content types from other content types 612
Property integration with Office 2010 612
Using site columns 612
Creating Custom Content Types and Site Columns 613

Step 1: Create site columns 613
Step 2: Create site content type 615
Step 3: Configure template to use for column type 617
Step 4: Create a new team site and document library 617
Step 5: Associate the content type with a document library 618
Using the object model to update content types 620
Extending content types 620
Content Types and Workflows 621
Summary 622
Chapter 19: Using SharePoint Designer......................... 623
Exploring SharePoint Designer 623
Examining Key Features 624
Automatic CSS style generation 624
No code Read/Write Data View Web Part and forms 625
No-code workflow creation 626
Working with enhanced management capabilities 626
Defining Contributor Settings and SharePoint roles 627
Customizing SharePoint Sites 627
Opening a SharePoint site from SharePoint Designer 2010 628
Editing a site in SharePoint Designer 630
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Editing and publishing master pages 630
Common SharePoint customizations 634
Publishing your company logo and brand to your SharePoint sites 634
Add a global footer to your site 636
Cascading style sheets 638

Customize the default style sheet 638
Reverting back to the default SharePoint styles 641
Attaching a style sheet to another single site 642
Apply a style sheet to a site and all of its subsites 643
Configure a subsite to inherit styles from its parent site 644
Content pages 645
Creating a content page from a master page and adding Web Part zones 646
Page layout and design 653
Open a page layout for editing 654
Add custom content to a page layout 655
Insert a page field 657
Insert a content field 657
Web Part zones and Web Part customization 658
Web Parts located in a Web Part zone 659
Web Parts not located in a Web Part zone 659
Insert and customize a Web Part zone 660
Deleting a Web Part zone 662
Add and configure a Web Part 663
Summary 666
Chapter 20: Using the Data View Web Part....................... 667
Importing and Displaying Data 667
Defining data sources 668
Adding SharePoint lists and libraries data sources 668
Defining database connection data sources 669
Adding XML files 671
Connecting to REST Web Services (server-side scripts or RSS feeds) 672
Connecting to a SOAP Web service data source 673
Creating linked sources 675
Implementing the Data View Web Part 677
Inserting a data view 679

Inserting a linked source joined data view 679
Customizing the Data View Presentation 680
Filtering your data 681
Sorting and grouping your data 682
Applying conditional formatting 684
Connecting Data View Web Parts 685
Modifying columns 687
Styling data views 688
Using XPath Expressions 690
Summary 692
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Part VI:SharePoint Solution Scenarios 693
Chapter 21: Intranet Portal Solution Scenario .................... 695
Scenario Background 695
Solution Requirements 696
Solution Overview 697
Implementing the Solution 699
Enabling self-service site creation 699
Creating an Enterprise Wiki site collection 701
Creating a custom sales pipeline list 704
Creating an External Content Type for customer contacts 704
Creating sales pipeline list 705
Creating sales pipeline list views 707
Standardizing project documentation 710
Creating site columns 710
Creating a site content type 711

Adding a template to the content type 711
Creating a Project Team site 713
Creating a custom site template for projects 714
Create project status tracking for PMs 716
Creating a project status list 716
Creating the milestone tracking list 717
Creating the project central list view 718
Executive Indicators 720
Creating the sales views to support Indicators 720
Creating sales Indicators 721
Creating projects Indicators 722
Adding the Status List Web Part to the Management home page 723
Creating an accounting dashboard 724
Create an invoicing list by importing a spreadsheet 725
Publishing a reporting services report to the report library 725
Creating a dashboard page 726
Implementing the Data View Web Part for the invoicing list 727
Adding the Report view Web Part and connecting the filters 728
Excel Services 733
Adding trusted file locations 733
Publishing resource Excel file 734
Configuring file share content source 736
Configure the portal as an extranet portal 737
Configuring SSL 738
Creating alternate access mapping 738
Summary 739
Chapter 22: Internet Portal Solution Scenario .................... 741
Scenario Background 741
Solution Overview 743
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Implementing the Solution 745
Publishing allowed only to staging server 745
Creating content deployment path 745
Creating a content deployment job 747
Enabling anonymous access 749
Enable anonymous access using central administration 749
Enabling anonymous access in the site 750
Creating a professional Internet presence 751
Customizing the master page with a company logo 752
Add a global footer to your site 752
Creating global navigation 754
Building the site structure 754
Modifying the global navigation 755
Creating a press release publishing process 755
Creating a site column for press releases 756
Creating a Press Release custom content type 756
Creating page layouts in SharePoint Designer 758
Associating page layouts with libraries 758
Enabling page scheduling 759
Creating pages 759
Using the Content Query Web Part 760
Configuring press release archive 760
Provisioning a Records Repository site 760
Create the records storage location document libraries 761
Define the records routing behavior for the record type 762
Configure the connection to Records Center settings 762

Configuring bug tracking indicators 763
Creating the sales views to support Indicators 764
Creating bug Indicators 766
Adding the Status List Web Part to the Management home page 768
Configuring the technical article workflow process 768
Create a site content type for the technical article 768
Adding workflow to your Technical Article content type 769
Creating page layouts in SharePoint Designer 771
Associating page layouts with libraries 772
Using the Content Query Web Part 773
Configuring site variations 775
Configuring variation support 775
Configure site variation labels 775
Enabling auditing 776
Summary 777
Index ................................................... 779
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xx
W
elcome to the SharePoint Bible for SharePoint Server 2010. I am excited about this
release of the SharePoint technologies as it further improves upon all of the great capa-
bilities and features that MOSS 2007 brought to the table. Web content management,
records management, workflow, and business intelligence as well as scenarios for collaboration,
searching, Internet publishing, document lifecycle management, and reporting are all available on
the SharePoint Server 2010 platform. But such a wide range of capabilities can also make it hard to
define how you want to install, configure and use SharePoint for your needs.
Although the word has been dropped from the product title with the last release, SharePoint is still
a portal product. A portal that is the window to the workings of your company. As with any other

window, what you see through it will vary whether it be an outdated, untidy, difficult to enter
room (or stagnant, poorly organized, hard to use data) or a vibrant, active, well-informed commu-
nity (or dynamic, informative, well-organized, easy to use data). The first vision will result in a
portal that is not used and will be replaced in an organization sooner or later. The second vision is
what SharePoint is all about and our goal in writing this book is to help you find that vision for
your organization.
SharePoint is also a technology platform that can be configured and customized to play a number
of roles in your organization. For Microsoft, SharePoint has been a fast growing product in terms
of revenue and number of seats sold since the initial release in 2001, which means that there is a
good chance that SharePoint is available as a toolset for you to use as an information worker, sys-
tems architect or developer. Once you have established that you have SharePoint at your fingertips,
you know that you have an extensible platform with which you can wow your audience and
achieve many objectives.
In this book, I have tried to not only provide a reference for the SharePoint components but also
implementation examples for how you might want to use SharePoint. Whether you are deploying
SharePoint in a small or large organization or as an Internet, intranet or extranet deployment, we
hope that you will find the answers to your questions as well as be inspired by examples of what
SharePoint can do for you within these pages. The book’s companion Web site has additional
information. Go to www.wiley.com/go/sharepointserver2010bible.
I would like to thank RDA Corporation for thinking it was a good idea to get people ramped up on
MOSS 2007 back in 2006. I have been working with SharePoint every day since that time and
became an expert over the past 3-4 years. With the new 2010 products and platforms coming out,
I quickly spent idle time and personal time ramping up on the new features and integration points.
The support of our internal practice groups was instrumental in building new environments to
explore SharePoint 2010 and Office 2010.
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Part I
Getting Started With

SharePoint
IN THIS PART
Chapter 1
Introducing SharePoint Products
and Technologies
Chapter 2
Installing SharePoint
Chapter 3
Using Sites and Pages
Chapter 4
Implementing Lists
and Libraries
Chapter 5
Using and Customizing
Web Parts
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3
CHAPTER
Introducing
SharePoint Products
and Technologies
IN THIS CHAPTER
Exploring SharePoint
Server 2010
Comparing product versions

Choosing between SharePoint
Foundation and SharePoint
Server 2010
M
icrosoft SharePoint products and technologies are server applica-
tions that facilitate collaboration, provide comprehensive content
management, implement business processes, and provide access to
information that is essential to organizational goals and processes. They pro-
vide an integrated platform to plan, deploy, and manage intranet, extranet,
and Internet applications.
Some applications appeal to particular groups of users. For example, SAP,
Excel, and Lotus 123 are targeted at CFOs, accountants, and bookkeepers.
PowerPoint has always been an essential tool for sales people and profes-
sional speakers on many topics.
SharePoint, in contrast, is a set of technologies that has applicability to every-
one in an organization. For example: CEOs can use SharePoint KPIs (Key
Performance Indicators) and dashboards to see the health of their business or
divisions at a glance. Accountants can use Excel services to publish live
financial data to a Web page. Knowledge managers and librarians can use
SharePoint’s document management features to make information discover-
able and accessible, while the legal team can breathe easier knowing that
their corporate records management policies are being followed. And finally,
the thousands of workers in an organization can use Search to find people
and information quickly and to discover valuable relationships and informa-
tion that they may not have realized existed by using the knowledge network
and a well-organized portal taxonomy.
This chapter describes Microsoft SharePoint Server 2010, provides a high-
level feature comparison between the previous 2007 and new 2010 product
versions, and helps the reader choose between SharePoint Foundation and
SharePoint Server.

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