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Solutions, and President of the Charleston SharePoint Users Group.
Scot Hillier is an independent consultant, Microsoft MVP, and author.
Jeff Fried is a senior product manager at Microsoft and author of more than
50 technical papers.
Kenneth Schaefer is an independent developer and designer focusing on SharePoint
and web-based solutions.
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with SharePoint 2010
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PROFESSIONAL
SHAREPOINT® 2010 DEVELOPMENT
INTRODUCTION . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxv
CHAPTER 1
Introduction to SharePoint 2010 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
CHAPTER 2
Developer Tools for Sharepoint 2010 . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17
CHAPTER 3
IT Pro Enhancements for the Developer . . . . . . . . . . . . . . . . . . . . . . . . . . 59
CHAPTER 4
SharePoint Platform . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .81
CHAPTER 5
Collaboration and Social Computing . . . . . . . . . . . . . . . . . . . . . . . . . . . . .177
CHAPTER 6
Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 203
CHAPTER 7
ECM: Records Management. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 255
CHAPTER 8
Web Content Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 277
CHAPTER 9
Electronic Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 331
CHAPTER 10
ECM: Document Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 397
CHAPTER 11
Business Connectivity Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 427
CHAPTER 12
Workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 467
CHAPTER 13
Business Intelligence. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 541
CHAPTER 14
SharePoint Online . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 635
APPENDIX A
Additional Help and Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 641
INDEX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 643
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PROFESSIONAL
SharePoint® 2010 Development
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PROFESSIONAL
SharePoint® 2010 Development
Tom Rizzo
Reza Alirezaei
Paul Swider
Jeff Fried
Scot Hillier
Kenneth Schaefer
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Professional SharePoint® 2010 Development
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: 978-0-470-52942-3
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
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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
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the publisher nor the author shall be liable for damages arising herefrom. The fact that an organization or Web site is
referred to in this work as a citation and/or a potential source of further information does not mean that the author or the
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are trademarks or registered trademarks of John Wiley & Sons, Inc. and/or its affi liates, in the United States and
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Wiley Publishing, Inc. is not associated with any product or vendor mentioned in this book.
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This book is dedicated to the memory of
Dyana Eckstein who was a loved sister, aunt, and
friend. She will always be loved and remembered in
our thoughts. We miss and love you.
—Tom Rizzo
I would like to dedicate this book to S. Khatoon.
Thank you for being the love of my life, my best friend,
and my family!
—Reza Alirezaei
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ABOUT THE AUTHORS
TOM RIZZO is a senior director in the SharePoint team at Microsoft. This is Tom’s
second stint with SharePoint having worked in the SharePoint and Exchange Server
teams back in the SharePoint 2001 timeframe. Before working in SharePoint, Tom
worked in the SQL Server team and also as a technical specialist in the Microsoft
field organization, where he evaluated and deployed Microsoft technologies for the
United States Department of Defense. You can reach Tom, who authored chapters 1 through 4, 7,
14, and Appendix A, at
REZA ALIREZAEI is an independent consultant and a five-time recipient of Microsoft ’s
Most Valuable Professional (MVP) award for Microsoft SharePoint Portal Server &
Microsoft Office SharePoint Server. He is focused on designing and implementing
enterprise solutions for SharePoint, related .Net technologies, and Microsoft Business
Intelligence stack. Reza can be reached at
PAUL J. SWIDER is a freelance consultant and the Enterprise SharePoint Strategist for
OnClick Solutions. In addition, he is President of the Charleston SharePoint Users
Group and an accomplished entrepreneur. Paul has trained and consulted thousands
of SharePoint administrators, developers, and architects. In addition, he writes
and teaches about enterprise collaboration concepts with demonstrated knowledge
you can only get in “the trenches.” His specialties include enterprise information architecture,
SharePoint development patterns, and social media integration. When not working, Paul enjoys
sailing and snowboarding. He wrote chapters 5 and 10.
SCOT HILLIER is an independent consultant and Microsoft SharePoint Most Valuable
Professional focused on creating solutions for Information Workers with SharePoint,
Office, and related .NET technologies. He is the author/coauthor of 12 books on
Microsoft technologies including “Inside SharePoint 2010.” Scot splits his time
between consulting on SharePoint projects and training for Critical Path Training
(www.criticalpathtraining.com). Scot is a former U. S. Navy submarine officer and graduate of the
Virginia Military Institute. Scot authored chapter 11 and can be reached at
JEFF FRIED is a senior product manager at Microsoft, specializing in strategic
applications of search technology. Jeff is a frequent speaker and writer in the
industry, holds 15 patents, has authored more than 50 technical papers, and has led
the creation of pioneering offerings in next generation search engines, networks, and
contact centers. He wrote chapter 6.
KENNETH SCHAEFER is an independent developer and designer focusing
on SharePoint and web -based solutions. Ken lives in the Chicago area with
his daughter, Alexa. Ken, who authored chapter 8, can be reached at
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ABOUT THE TECHNICAL EDITORS
MATT RANLETT, a SQL Server MVP, has been a fi xture of the Atlanta .NET developer community
for many years. A founding member of the Atlanta Dot Net Regular Guys (www.devcow.com),
Matt has formed and leads several area user groups. Despite spending dozens of hours after work on
local and national community activities such as the SharePoint 1, 2, 3! series (www.sharepoint123
.com), organizing three Atlanta Code Camps, working on the INETA Board of Directors as the Vice
President of Technology, and appearing in several Pod Casts such as .Net Rocks and the ASP.Net
Pod Cast, Matt recently found the time to get married to a wonderful woman named Kim, who he
helps to raise three monstrous dogs. Matt currently works as a Senior Consultant with Intellinet
and is part of the team committed to helping people succeed by delivering innovative solutions that
create business value.
KANWAL KHIPPLE is an independent consultant and Microsoft SharePoint MVP working with
enterprise clients in America and Canada. Kanwal strives to build SharePoint solutions that make
life easier for Information Workers. His passion lies with Information Architecture, Governance,
Business Process Automation, and Branding. Kanwal is an integral part of the global SharePoint
Community, contributing through his blog www.sharepointbuzz.com. He can be reached at
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CREDITS
ACQUISITIONS EDITOR
PRODUCTION MANAGER
Paul Reese
Tim Tate
DEVELOPMENT EDITORS
VICE PRESIDENT AND EXECUTIVE GROUP
PUBLISHER
Lori Cerreto
Richard Swadley
PROJECT EDITOR
Ami Frank Sullivan
VICE PRESIDENT AND EXECUTIVE PUBLISHER
Barry Pruett
TECHNICAL EDITORS
Matt Ranlett
Kanwal Khipple
ASSOCIATE PUBLISHER
PRODUCTION EDITOR
PROJECT COORDINATOR, COVER
Rebecca Anderson
Lynsey Stanford
COPY EDITOR
PROOFREADER
Foxxe Editorial
Beth Prouty, Word One
EDITORIAL DIRECTOR
INDEXER
Robyn B. Siesky
Johnna VanHoose Dinse
EDITORIAL MANAGER
COVER DESIGNER
Mary Beth Wakefield
Michael E. Trent
ASSOCIATE DIRECTOR OF MARKETING
COVER IMAGE
David Mayhew
© Stephen Strathdee/istockphoto
Jim Minatel
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ACKNOWLEDGMENTS
I WOULD LIKE TO THANK Spencer Harbar and Robert Bogue who answered some of my technical
questions during the process of writing my chapters. I also want to thank those at Microsoft who
provided their kind support: Chris Keyser, Arpan Shah and Pej Javaheri. And, a special thanks goes
to Vahid Haeri, a close friend who always made sure that I had access to my testing farms with the
latest bits installed.
—Reza Alirezeai
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CONTENTS
INTRODUCTION
xxv
CHAPTER 1: INTRODUCTION TO SHAREPOINT 2010
What’s New in the SharePoint Platform and Tools
Language Integrated Query (LINQ)
List Enhancements
Business Connectivity Services
Silverlight Integration
Client-Side OM
Web 2.0 Protocols and New Standards
Sandbox Solutions and Resource Governors
SharePoint Designer
Visio and Access Services
InfoPath (Forms, List Forms, Mobile Forms)
Visual Studio
Web Solution Packages
Developer Dashboard
What’s New in Collaboration/Social Computing
Enhanced Blogs and Wikis
Social Tagging and Ratings
Activity Feeds
Social Bookmarking
Organization Browser
Outlook Social Newsfeeds and Expertise
Microblogging and Mobile Client
Social Search
What’s New in Search
1
1
2
2
2
2
3
3
3
4
4
4
5
5
5
5
5
6
6
6
6
7
7
7
7
New Core Search Query Capabilities
Enhanced Core Search Results
Enhanced People Search: Phonetics
Enhanced People Search: Address Book Style Lookups
Enhanced People Search Results
New Search Connector Framework
FAST Integration
8
8
8
8
8
9
9
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CONTENTS
What’s New in ECM
9
What’s New in ECM: Document Management
What’s New in ECM: Records Management
What’s New in ECM: Web Content Management
What’s New in ECM: Digital Asset Management
What’s New in ECM: Workflow
What’s New in Forms
What’s New in Groove (SharePoint Workspace)
Summary
9
11
12
13
14
15
15
15
CHAPTER 2: DEVELOPER TOOLS FOR SHAREPOINT 2010
OOB Developer Experience
SharePoint Designer
New User Interface
Top Ten New Features in SPD
Visual Studio 2010
17
18
21
22
22
34
Importing WSPs
SharePoint Server Explorer
Solution Explorer Integration
Feature Designer
Package Designer and Packaging Explorer
Project Type Templates
Mapping Folders
34
34
35
35
36
37
39
Setting Up Your Development Environment
40
System Requirements
40
Troubleshooting with Debugging, and Testing
42
F5 Debugging
Debugging Using the Dev Dashboard
Debugging Using SharePoint Logs
Debugging Silverlight Code
Unit, Capacity, and Load Testing
Other Useful Tools for Debugging and Testing
42
43
48
48
48
51
Deploying and Maintaining Your Code
Customizing Deployment in VS
ALM with VS 2010 and SharePoint
Moving from Test to Production
Upgrading Code from 2007
Summary
52
53
53
53
54
57
xvi
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CONTENTS
CHAPTER 3: IT PRO ENHANCEMENTS FOR THE DEVELOPER
Performance Improvements
59
59
List Throttling
External List Throttling
HTTP Request Throttling
Remote Blob Storage
Streaming Media and Bit Rate Throttling
High Availability Improvements
Database Mirroring and Clustering
Read-Only Databases
Security Improvements
60
63
65
67
67
68
68
69
70
Claims-Based Authentication
Code Access Security
Sandbox Solutions
Cross-Site Scripting
70
73
73
74
Management Improvements
75
Health Monitoring and Reports
Service Applications
PowerShell Support
Summary
75
76
78
79
CHAPTER 4: SHAREPOINT PLATFORM
Platform Overview
New User Interface
81
81
82
General Platform Improvements
Master Pages and _Layouts
The Ribbon
Status Bar and Notification Area
Working with Dialogs
Theming Infrastructure
List, View, and Event Enhancements
83
83
85
105
109
112
117
List Enhancements
View Enhancements
117
124
Events Enhancements
126
New Events
New Event Registration Feature
Post-Synchronous Events
Custom Error Pages
Impersonation Enhancements
126
129
129
129
129
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CONTENTS
Overview of Data Technologies
SharePoint LINQ Support
Managed Client OM
131
132
141
Sandbox Solutions
164
Types of Solutions You Can Build
Executing Code in the Sandbox
Solution Monitoring
Managing Solutions
Summary
164
165
168
170
176
CHAPTER 5: COLLABORATION AND SOCIAL COMPUTING
People-Centricity
177
178
User Profile Service Application
Profile Synchronization
178
183
Social Networking and My Site
190
Social Tagging and Ratings
Blogs and Wiki Site Definitions
Summary
CHAPTER 6: SEARCH
193
198
201
203
Search Options with SharePoint 2010
SharePoint Foundation
Search Server 2010 Express
Search Server 2010
SharePoint Server 2010
FAST Search Server 2010 for SharePoint
Choosing the Right Search Product
Common Platform and APIs
Search User Experience
204
206
206
206
207
207
209
210
211
Search Center
Visual Cues in Search Results with FAST
“Conversational” Search
People Search
211
213
215
216
Search Architecture and Topologies
217
SharePoint Search Key Components
FAST Architecture and Topology
Scale-Out with FAST
How Architecture Meets Applications
217
222
224
225
Developing with Enterprise Search
Range of Customization
226
226
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CONTENTS
Top Customization Scenarios
Search-Driven Applications
Customizing the Search User Experience
227
228
228
Example: New Core Results Web Part
Example: Adding Sorting to Your New Web Part
Web Parts with FAST
229
231
232
Search Connectors and Searching LOB Systems
233
New Connector Framework Features
Creating Indexing Connectors
FAST-Specific Indexing Connectors
Customizing Connectivity in Summary
Working with Federation
234
235
238
239
239
Customization Examples Using Federation
Further Considerations in Federation
Working with the Query OM
241
242
242
Query-Side APIs and OMs
Query Syntax
FAST Query Language (FQL)
Examples Using Query Customization
Social Search
242
245
246
247
248
End-User-Visible Functionality
Social Search Architecture and Operations
Content Enhancement
248
248
250
Metadata, Linguistics, and Search
Advanced Content Processing with FAST
Multilingual Search
Extending Search Using the Administrative OM
Authentication and Security
Search Reports
250
251
252
253
253
253
Summary: Customizing Search with SharePoint 2010
CHAPTER 7: ECM: RECORDS MANAGEMENT
SharePoint 2010 Records Management Overview
Recordization
eDiscovery and Holds
Auditing and Reporting
254
255
255
256
260
260
Programming RM in SharePoint
Declaring and Undeclaring a Record
Creating Retention Schedules
Creating Organizer Rules
Creating Workflows That Use RM
Summary
261
261
263
270
274
276
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CONTENTS
CHAPTER 8: WEB CONTENT MANAGEMENT
The Content Lifecycle in Web Content Management
Separation of Content and Development
The Important Role of Information Architecture
Foundations of Web Content Management
Page Processing Model
Site Columns
Content Types
Page Layouts
Master Pages
Navigation
Content by Query Web Part
Content Conversion
Summary
277
277
279
279
280
281
283
291
300
306
311
319
328
330
CHAPTER 9: ELECTRONIC FORMS
Introducing the Training Management Application
Customizing SharePoint List Forms
Creating the Trainings List
Customizing SharePoint List Forms
Adding Intelligence Using Rules and Views
Publishing List Forms
Distributing the Trainings List
Designing InfoPath Form Templates
What Is a Form Library?
Designing Your Form Template
Querying SharePoint Lists in Forms
Querying REST Web Services
Submit Behavior
Form Programming
Publishing an InfoPath Form
Publishing to a Form Library vs. Publishing to a Content Type
Form Security
Sandboxing Your Forms
Form Anatomy
Extracting the Form’s Data
Tools for Form Developers
The Rule Inspector
The Design Checker
IE Developer Tools
331
333
334
335
336
338
340
343
344
344
345
350
352
354
356
364
368
369
370
371
376
383
384
385
385
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CONTENTS
Fiddler Tool
Tiny Inline Tools
386
388
Building Web Parts Using InfoPath
InfoPath Form Web Part
Using InfoPath to Create Connected Web Parts
Getting Data from Other Web Parts
Empowering Users with Mashups
Summary
389
389
390
394
395
396
CHAPTER 10: ECM: DOCUMENT MANAGEMENT
A New Enterprise Content Mindset
New ECM Features
Expanded ECM Object Model
Getting the Most Out of the Document Center
Visual Studio and the Document Center
Content Routing
397
398
398
399
400
402
408
Managing the Content Organizer
Using Document Libraries in the Document Center
Metadata Navigation and Filtering
Visual Studio and Document Libraries
Managed Metadata
409
412
413
414
417
Types of Metadata
Managed Metadata Service Application
Content Types
Document ID Service
417
418
421
423
Create a Custom Document ID Provider
Summary
424
426
CHAPTER 11: BUSINESS CONNECTIVITY SERVICES
Introducing Business Connectivity Services
427
428
Creating Simple BCS Solutions
429
Understanding BCS Architecture
432
Understanding Connectors
Understanding Business Data Connectivity
Understanding the Secure Store Service
Understanding Package Deployment
433
433
438
441
Understanding Authentication Scenarios
441
Configuring Authentication Models
Accessing Claims-Based Systems
Accessing Token-Based Systems
Managing Client Authentication
Managing Authorization
441
443
444
444
445
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Creating External Content Types
Creating Operations
Creating Relationships
Defining Filters
445
445
448
449
Using ECTs in SharePoint 2010
450
Creating Custom Forms
Using External Columns
Business Data Parts
Creating a Profile Page
Searching External Systems
Supplementing User Profiles
451
451
452
453
453
454
Using ECTs in Office 2010
Using the SharePoint Workspace
Understanding Outlook Integration
Using Word Quick Parts
Creating Custom BCS Solutions
Using the Runtime Object Model
Using the Administration Object Model
Creating .NET Assembly Connectors
Summary
455
455
456
457
458
458
460
463
466
CHAPTER 12: WORKFLOW
467
Training Approval Workflow
Creating the Training Content Type
Workflow Development Lifecycle
Prototyping in Visio
Customizing the Workflow in SharePoint Designer
Creating Custom Actions with Visual Studio 2010
Importing to Visual Studio 2010
Building Workflows with Visual Studio 2010
Site Workflows
Pluggable Workflow Services
Tapping into Workflow Events
Summary
468
469
469
470
471
484
494
512
512
529
537
539
CHAPTER 13: BUSINESS INTELLIGENCE
Challenges with Traditional Business Intelligence
Integration with SharePoint: The History
Highlights of Business Intelligence in SharePoint Server 2010
Important Terms and Concepts
541
541
543
544
545
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CONTENTS
Using the Adventure Works Sample Databases
The Starting Point: Business Intelligence Center
Excel Services
Excel Services Architecture
Office Data Connection
Authoring Workbooks in Excel
Publishing the Workbook
PerformancePoint Services
547
548
551
552
553
559
567
572
Dashboard vs. Scorecard
PerformancePoint Services Architecture
Introducing Dashboard Designer
Creating Your First Dashboard
One-Click Publishing to SharePoint
Time Intelligence Filtering
Reporting Services 2008 R2
Integration Modes
Local Mode Architecture
Connected Mode Architecture
Configuring the BI Center
BIDS 2008 R2 or Report Builder 3.0?
Building and Deploying Reports
Caching and Snapshots
Reporting on SharePoint Data
Claims and BI Solutions
Summary
CHAPTER 14: SHAREPOINT ONLINE
573
573
575
576
584
587
590
590
591
592
596
597
598
614
623
631
633
635
SharePoint Online Overview
Developing in the Cloud
635
637
Visual Sandbox Web Parts
Debugging Your Solutions
637
637
Example Cloud Scenarios
Summary
639
640
APPENDIX A: ADDITIONAL HELP AND RESOURCES
641
INDEX
643
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