889 professional sharepoint 2010 development

Rizzo, Alirezaei,
Swider, et al.

Get up to speed on all areas
of SharePoint development

Professional SharePoint 2010 Development:

Tom Rizzo is a senior director in Microsoft SharePoint’s product management team.
Reza Alirezaei is an independent consultant and a Microsoft MVP.
Paul J. Swider is a consultant, the Enterprise SharePoint strategist for OnClick
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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• Reveals how to develop against the SharePoint Platform using the
SharePoint and Web 2.0 APIs
• Uncovers the collaboration, social networking, and search capabilities

with SharePoint 2010
• Reveals steps for creating enterprise forms with InfoPath and
InfoPath Forms Services 2010
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SharePoint 2010

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Tom Rizzo, Reza Alirezaei, Paul J. Swider, Scot Hillier, Jeff Fried, Kenneth Schaefer
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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
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 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
publisher endorses the information the organization or Web site may provide or recommendations it may make. Further,
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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

xvii

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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

xviii

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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
xix

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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

xx

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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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CONTENTS

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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