1489 sharepoint 2010 all in one for dummies

Spine: 1.82

• Frame it — explore SharePoint fundamentals and the framework
that supports SharePoint

• How to sync profile data from
multiple sources

• Install with ease — identify the software and hardware requirements
and prepare your environment for installation

• Hints on designing browsercompatible forms

• Put the pieces together — understand the services architecture,
choose and set up authentication procedures, and plan all the
elements of your site

• How to set up many services,
including Excel Services

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• Learn about SharePoint services — including SharePoint
Foundation, SharePoint Server, and Office Web Apps

• Advice on monitoring and
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Introduction to
SharePoint

• Language factors to consider

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Architecture
and Planning

• How Office Web Apps fit in

SharePoint 2010

• Tips for building and using a
basic site

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There’s a lot to SharePoint 2010, and there’s a lot of information
in this book! Find just what you need to help you learn to
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41
BOOKS
IN

• Feel the power — use PowerShell to automate administrative
tasks and extend SharePoint
• Branch out — work with external data, design browser-compatible
forms, and see how SharePoint handles social networking

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• Introduction to SharePoint
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• Using the SharePoint Services

$39.99 US / $47.99 CN / £27.99 UK

ISBN 978-0-470-58716-4

Emer McKenna founded N2C Inc., a consulting service focused on Microsoft
technologies. She has worked with SharePoint since its initial beta release.
Kevin Laahs is a Microsoft Certified Architect, a SharePoint MVP, and a

Technology Strategist at HP. Veli-Matti Vanamo is a technical architect at HP.

McKenna
Laahs
Vanamo

Emer McKenna
Kevin Laahs
Veli-Matti Vanamo
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SharePoint 2010
®

ALL-IN-ONE

FOR

DUMmIES

‰

by Emer McKenna, Kevin Laahs, and
Veli-Matti Vanamo

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SharePoint 2010® All-in-One For Dummies®
Published by
Wiley Publishing, Inc.
111 River Street
Hoboken, NJ 07030-5774
www.wiley.com
Copyright © 2011 by Wiley Publishing, Inc., Indianapolis, Indiana
Published by Wiley Publishing, Inc., Indianapolis, Indiana
Published simultaneously in Canada
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 http://
www.wiley.com/go/permissions.
Trademarks: Wiley, the Wiley Publishing logo, For Dummies, the Dummies Man logo, A Reference for the
Rest of Us!, The Dummies Way, Dummies Daily, The Fun and Easy Way, Dummies.com, Making Everything
Easier, 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.
SharePoint is a registered trademark of Microsoft Corporation. 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.
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
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A COMPETENT PROFESSIONAL PERSON SHOULD BE SOUGHT. NEITHER THE PUBLISHER NOR THE
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MAY MAKE. FURTHER, READERS SHOULD BE AWARE THAT INTERNET WEBSITES LISTED IN THIS
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WHEN IT IS READ.
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For technical support, please visit www.wiley.com/techsupport.
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10 9 8 7 6 5 4 3 2 1

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About the Authors
Emer McKenna is the founder of N2C, Inc. a Sacramento based corporation,
through which she provides independent consulting services to her clients.
Emer focuses on Microsoft technologies including Microsoft Exchange,
SharePoint Products and Technologies, SharePoint Workspace 2010 and
Office Communications Server. Prior to branching out on her own Emer

worked as a Technology Consultant for Hewlett Packard; Emer spent 15 wonderful years with HP working initially as a Digital employee, then a Compaq
employee and finally as an employee of HP. Emer has had the good fortune
of working with SharePoint from its initial beta release (code named Tahoe)
and is the co-author of three previous SharePoint books coinciding with each
major version release. Emer looks forward to continuing her exploration of
Microsoft technologies and sharing her knowledge through published media.
When Emer is not working she joins her husband in the wonderful, glittery,
sparkly world of parenting their two little girls, Caoimhe (7) and Niamh (4).
You can catch Emer on her blog or through e-mail
at
Kevin Laahs lives in Scotland and has been in the IT industry for more than
30 years. He is a Technology Strategist with HP Enterprise Services and
works as astrategic advisor to many of HP’s worldwide customers with his
main technical focus being Messaging and Collaboration technologies. He
helps clients plan, design and implement infrastructures that help them
meet their business goals. Kevin is a frequent speaker at industry events and
writes regularly for industry publications. Outside of his working life Kevin
enjoys golf and music – neither of which he is as good at as he would like to
be. Kevin can be reached at
Veli-Matti Vanamo is a Technical Consultant in the HP Software & Services
Information Management practice. His main focus is designing, developing and deploying enterprise knowledge management systems based on
Microsoft SharePoint. Veli-Matti has worked with over 20 major global
customers including The Walt Disney Company, Procter & Gamble, Bank of
America, World Health Organization, Sygenta, General Motors and Bank of
Montreal. Veli-Matti was the Lead Technical Architect responsible for the
internal HP Services Global Knowledge Management Systems and deployment
of Microsoft Office SharePoint Server architecture. Veli-Matti is a member of
number of Technical Review Boards, including Microsoft Developer Advisory
Council for SharePoint 2010 and Microsoft Office SharePoint Server 2007.
Veli-Matti is a frequent speaker at industry conferences such as Microsoft

TechEd, Microsoft TechNet and MSD2D Web Casts and a co-author of three
books on Microsoft SharePoint.

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Dedication
This book is dedicated to our ever-patient families: Michael, Caoimhe, and
Niamh; Wendy, Jenny,and Euan; Audrey, Christian, and Cora. Thanks for
supporting us through yet another writing adventure.

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Authors’ Acknowledgments

We did it! And I say that with pride and incredulity. The pride bit is obvious.
This book is the product of a lot of hard work, perseverance, dedication and
determination. The incredulity comes from the fact that I actually got to write
another book with Kevin — this is the fourth book I have had the pleasure
of co-authoring with him and after our last book I believed him when he said
that he was done writing techie books. I wasn’t ready to hang up my writing
boots and was resigned to the fact that I would proceed with my next book
sans Kevin and Veli. Imagine my surprise when Kevin actually agreed to Veli’s
proposition of coauthoring another SharePoint 2010 book! Thank you for
saying yes Kevin, it was an honor to write with you again, and thanks to Veli
for giving you the bait. We had initially planned on going the self-publishing
route, but that changed when Wiley came knocking on the door with an offer
to write SharePoint 2010 All-In-One Desk Reference for Dummies. We jumped
at the chance.
Thank you to my literary agent Carol Jelen from Waterside Productions for
introducing me to Katie Feltman from Wiley Publishing. Thank you to Katie
for the opportunity to write for such a wonderful series and a reputable
publisher. It has been an incredibly satisfying, rewarding and educational
experience. The Wiley staff are brilliant! Thank so much to Katie and Pat
O’Brien for their incredible patience and support throughout this whole
process. Thanks to Pat, Barry, Lisa, Laura, and Matthew for your very thorough
and enlightening edits — you really brought our text to life.
Special thanks to the wonderful folks at Temple Coffee (29th and S) in
Sacramento. Lori, Leslie, Bethany, Ben, Spencer and Lauren, thank you all so
much for being such gracious hosts and for putting up with me for hours on
end while I tapped away on my laptop. The coffee creations that you all
make are true works of art, without which this book would never have been
completed.
Thanks to you, the reader, for purchasing our book. We hope you find this
book useful in your SharePoint journey as that’s what makes all the hard

work put into writing this book worthwhile. If you have any feedback or
questions regarding the content, feel free to contact us and we’ll try our best
to help you out.
Thank you to my ever loving and supportive family. To my Mum, Dad, sisters
and their hubbys, thank you for your constant encouragement. Love you all.
To Caoimhe and Niamh, my sweet, sweet girls. Thank you for being so patient
with me and excited for me as I completed each chapter. Your smiles and

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voices light up my whole world. I love you with all my heart. And finally —
and most importantly — to my husband Michael, thank you for being, and
continuing to be, my rock. I love you.
Emer McKenna
I recall saying to myself, “Have you lost your mind?” when agreeing to
embark on yet another book. In fact I recall saying those exact words to Veli
when he first mooted the idea. And my co-authors and those closest to me
will doubtless say that I have indeed lost my mind when I tell you that,
overall, I did actually enjoy the experience. They would be correct in stating
that all the evidence during the writing process was to the contrary but, now
that our fourth book is complete, I can reflect that I enjoyed writing in a
different style to our previous books. Writing a For Dummies book is a great
way of cutting through the hype and simply explaining how to get stuff done.
To achieve this you need to learn the subject matter in great detail and then
think about it in practical terms. This is what I enjoyed from the experience

since, in the end, technology is all about making people’s lives simpler. So I’d
like to acknowledge Wiley for being patient with us as we mastered the style
and for all their help in getting the book to print. Thanks to Emer for handling
all the logistics this time through and Veli – don’t you ever come to me again
with such a ridiculous idea as writing another book since my wife, Wendy,
and children, Jenny and Euan, have been put through enough.
Kevin Laahs
Thanks to Emer and Kevin for once again agreeing to co-author our third
book together, once I saw SharePoint 2010 at the Microsoft Airlift in June
2009 I just knew we had to do this. I’m sorry my timelines were ever shifting,
Emer & Kevin -- you will always be my favorite Goose & Maverick.
Thank you Audrey, my ever wonderful wife and our two little ones, Christian
and Cora, for putting up with me through the process and giving me the time
to put into this project. I love you guys. Thanks to my family around the
world for encouraging and pushing ever forwards, especially my mother.
Thanks to our colleagues at HP and Microsoft for being a sounding board
and an anchor throughout the process; especially Brian Carter, Eric Tipton,
Paul Turner, Doron Bar-Caspi and Kimmo Forss. Thanks to the rest of the HP
Academy crew for not making feel bad about missing few parties to finish
off the last few chapters; Wendy, Lex, Mark, Matthew and Amish. And lastly,
thanks to the best customer I could ask for; Department of Social Protection-Helen, Dave, Pat and the rest of the crew.
Veli-Matti Vanamo

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Publisher’s Acknowledgments
We’re proud of this book; please send us your comments at . For
other comments, please contact our Customer Care Department within the U.S. at 877-762-2974,
outside the U.S. at 317-572-3993, or fax 317-572-4002.
Some of the people who helped bring this book to market include the following:
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Acquisitions Editor: Katie Feltman

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Indexer: Broccoli Information Management

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Editorial Assistant: Amanda Graham
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Cartoons: Rich Tennant (www.the5thwave.com)

Publishing and Editorial for Technology Dummies
Richard Swadley, Vice President and Executive Group Publisher
Andy Cummings, Vice President and Publisher
Mary Bednarek, Executive Acquisitions Director
Mary C. Corder, Editorial Director
Publishing for Consumer Dummies
Diane Graves Steele, Vice President and Publisher
Composition Services
Debbie Stailey, Director of Composition Services

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Contents at a Glance
Introduction ................................................................ 1
Book I: Introduction to SharePoint ............................... 5
Chapter 1: Getting to Know SharePoint .......................................................................... 7
Chapter 2: Introducing Microsoft SharePoint Foundation 2010 ................................ 25
Chapter 3: Getting Started with a Basic Site................................................................. 55
Chapter 4: Introducing SharePoint Server 2010 ........................................................... 75
Chapter 5: Enterprise Content Management ................................................................ 95
Chapter 6: Office 2010 and Office Web Applications ................................................. 119

Book II: Architecture and Planning ........................... 149
Chapter 1: The Framework ........................................................................................... 151
Chapter 2: Assessing Authentication Options ........................................................... 183

Chapter 3: Considering the Logical Architecture ...................................................... 197
Chapter 4: Designing the Logical Architecture .......................................................... 223
Chapter 5: Planning for Performance and Scalability ............................................... 261
Chapter 6: Touring Central Administration................................................................ 283
Chapter 7: Automating with PowerShell ..................................................................... 301
Chapter 8: Using Service Applications ........................................................................ 331

Book III: Services Configuration and Management...... 363
Chapter 1: Analyzing Access Services......................................................................... 365
Chapter 2: Burrowing into Business Connectivity Services ..................................... 383
Chapter 3: Exploring Excel Services ............................................................................ 413
Chapter 4: Investigating InfoPath Forms Services ..................................................... 439
Chapter 5: Maneuvering the Managed Metadata Service ......................................... 471
Chapter 6: Submerging into Search ............................................................................. 495
Chapter 7: User Profiles, Organization Profiles, and Audiences...........................................517
Chapter 8: Considering PerformancePoint Services ................................................. 543
Chapter 9: Considering Visio Services ........................................................................ 581

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Book IV: Using the SharePoint Services ..................... 605
Chapter 1: Publishing Access Applications ................................................................ 607
Chapter 2: Connecting to External Data...................................................................... 631
Chapter 3: Using External Content .............................................................................. 663
Chapter 4: Working with Excel Services ..................................................................... 695

Chapter 5: Investigating InfoPath Designer 2010 ....................................................... 729
Chapter 6: Designing Browser Compatible Forms..................................................... 755
Chapter 7: Examining the InfoPath Forms Services Tools........................................ 795
Chapter 8: Designing and Administering Search ...................................................... 809
Chapter 9: SharePoint Gets Social ............................................................................... 833

Index ...................................................................... 851

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Table of Contents
Introduction ................................................................. 1
Who Should Read This Book .......................................................................... 1
How to Use This Book ..................................................................................... 2
Foolish Assumption......................................................................................... 2
How This Book Is Organized .......................................................................... 2
Book I: Introduction to SharePoint ...................................................... 2
Book II: Architecture and Planning ...................................................... 3
Book III: Services Configuration and Management ............................ 3
Book IV: Using the SharePoint Services .............................................. 3
Icons Used in This Book ................................................................................. 4
Ready, Set, Go . . . but Go Where? ................................................................. 4

Book I: Introduction to SharePoint ................................ 5
Chapter 1: Getting to Know SharePoint . . . . . . . . . . . . . . . . . . . . . . . . . . .7

Catching up with SharePoint Evolution ........................................................ 8
Why SharePoint Evolution Matters to Your Company ............................. 11
How SPS 2001 adapted to match business needs ............................ 11
How SharePoint changed along with related products ................. 12
SharePoint finds a renewed purpose ................................................ 14
SharePoint gets new powers .............................................................. 17
Fitting SharePoint into Unified Communications ..................................... 21
Knowing all the parts that make up SharePoint 2010 ..................... 22
Putting the parts of SharePoint together
for business collaboration ............................................................. 23

Chapter 2: Introducing Microsoft SharePoint Foundation 2010. . . . . .25
Spotlighting SharePoint Foundation ........................................................... 25
Putting SPS on top of SPF ................................................................... 26
SharePoint Foundation Basics ..................................................................... 28
Untying some commands on the Ribbon .......................................... 28
Setting up SharePoint sites ................................................................ 31
Designing your site framework .......................................................... 32
Creating a site collection .................................................................... 34
Securing access to content ................................................................. 38
Lists, libraries, views, and content types ......................................... 41
Scaling your lists to fit the job ........................................................... 43
SharePoint as a Development Platform ...................................................... 45
Dissecting SharePoint Web solutions .............................................. 45
Developing with a browser, SharePoint
Designer, and Visual Studio ............................................................ 47

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xiv

SharePoint 2010 All-in-One For Dummies

Turning on the Developer Dashboard............................................... 48
Connecting to data in various ways .................................................. 50

Chapter 3: Getting Started with a Basic Site . . . . . . . . . . . . . . . . . . . . .55
Setting up SharePoint Sites .......................................................................... 55
Creating your site with templates ..................................................... 55
Navigation ............................................................................................. 60
Setting themes for your sites ............................................................. 61
Multiple-browser support ................................................................... 62
Generating and consuming content ............................................................ 63
Creating pages for your site ............................................................... 64
Interesting Web Parts .......................................................................... 66
Manage your libraries and lists.......................................................... 69
Building a relationship between two lists ........................................ 70

Chapter 4: Introducing SharePoint Server 2010 . . . . . . . . . . . . . . . . . . .75
Choosing Between SharePoint Foundation and Server ............................ 75
Looking at Core SharePoint Server Features ............................................. 76
Managing Web content ....................................................................... 77
Introducing the Enterprise Wiki......................................................... 78
Building an Enterprise Wiki ................................................................ 79

Chapter 5: Enterprise Content Management . . . . . . . . . . . . . . . . . . . . . .95
Generating and Finding Content .................................................................. 96
The Document Center ......................................................................... 96
Assigning unique Document IDs ........................................................ 97
Utilizing Document Sets .................................................................... 100
Navigating by metadata ................................................................... 102
Doing the right thing by the regs............................................................... 103
Information Management Policies ................................................... 104
Content Organizer.............................................................................. 105
Managing records with SharePoint ................................................. 111
Holds and e-Discovery ...................................................................... 115
Automating with workflows .............................................................. 118

Chapter 6: Office 2010 and Office Web Applications . . . . . . . . . . . . . .119
Office 2010 Integration ................................................................................ 119
Going Backstage ................................................................................. 120
Locating SharePoint Sites ................................................................. 121
Multi-user editing ............................................................................... 124
Offline Working via the Office Documents Cache .......................... 127
Working with lists and libraries ....................................................... 128
SharePoint Workspace ...................................................................... 130
Office Web Applications ............................................................................. 137
Introducing the Office Web Apps..................................................... 138
A brief look at Web App architecture ............................................. 145
Configuring the end user experience .............................................. 147

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Table of Contents

xv

Book II: Architecture and Planning ............................ 149
Chapter 1: The Framework . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .151
Understanding the Server Roles ................................................................ 152
Web server .......................................................................................... 152
Application server ............................................................................. 153
Database server ................................................................................. 153
Search server roles ............................................................................ 155
Understanding the Farm Components ...................................................... 156
Internet Information Services (IIS) components............................ 157
Application pool................................................................................. 158
SQL databases .................................................................................... 158
Web Application................................................................................. 159
Site collection ..................................................................................... 160
SharePoint site ................................................................................... 162
Scoping a SharePoint feature ........................................................... 164
Creating a SharePoint site definition ............................................... 165
SharePoint site template ................................................................... 166
Shared Services Provider (SSP) limitations.................................... 170
Service application architecture...................................................... 171
SharePoint service ............................................................................. 172
Service application ............................................................................ 178
How a service instance works .......................................................... 179
Communicating by service application proxy ............................... 180

Service application proxy group...................................................... 180
Service application associations ..................................................... 181
Remote connections .......................................................................... 182

Chapter 2: Assessing Authentication Options . . . . . . . . . . . . . . . . . . .183
Understanding Claims-Based Identity....................................................... 184
Classic Mode Authentication ..................................................................... 186
Claims-based Authentication ..................................................................... 189
Understanding SharePoint’s Security Token Service .................... 190
Configuring Claims-based authentication ....................................... 191
Implementing Multiple Authentication Methods through Zones .......... 195

Chapter 3: Considering the Logical Architecture. . . . . . . . . . . . . . . . .197
Logical Architecture Design for SharePoint 2010 .................................... 198
Planning for Application Limits and Best Practices ................................ 204
Web Application and site limits ....................................................... 206
List and item limits ............................................................................ 211
Security limits..................................................................................... 214
SharePoint Search topology limits .................................................. 216

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xvi

SharePoint 2010 All-in-One For Dummies

Chapter 4: Designing the Logical Architecture . . . . . . . . . . . . . . . . . .223
Getting Started with SharePoint Site and Services Topology Planning... 224
Preparing SharePoint Server Farms .......................................................... 226
Planning for change management.................................................... 228
Getting familiar with process isolation ........................................... 232
Preparing for geographically distributed deployments ............... 234
Operational considerations .............................................................. 235
Planning Service Applications ................................................................... 237
Deciding on provided services......................................................... 238
Service applications and groups...................................................... 239
Partitioning and isolating services .................................................. 240
Providing distributed services ......................................................... 244
Planning Web Applications ........................................................................ 246
Addressing authentication ............................................................... 248
Planning zones and policies ............................................................. 252
Planning SharePoint Site Topology ........................................................... 253
Organizing sites and site collections............................................... 255
Multilingual considerations .............................................................. 258

Chapter 5: Planning for Performance and Scalability. . . . . . . . . . . . .261
Core Terms and Concepts for SharePoint planning................................ 262
Latency ................................................................................................ 262
Throughput......................................................................................... 263
Capacity and data scale .................................................................... 263
Reliability ............................................................................................ 264
Software Architecture Building Blocks ..................................................... 266
Main Platform Components .............................................................. 266
SharePoint Platform Components ................................................... 267
Performance and Capacity Management.................................................. 270

Overview of Performance Requirements ........................................ 272
Estimating Requests per Second .................................................... 274
Estimating SQL Server Requirements ............................................. 275
Proactive Planning ............................................................................. 277
Designing Server Topologies...................................................................... 278
Designing for high availability .......................................................... 279

Chapter 6: Touring Central Administration . . . . . . . . . . . . . . . . . . . . . .283
Accessing Central Administration ............................................................. 283
Configuring access and granting permissions ............................... 285
Administering SharePoint 2010.................................................................. 286
Managing SharePoint Applications.................................................. 287
Monitoring SharePoint 2010 ............................................................. 288
Reviewing Security ............................................................................ 292
Choosing Your General Application Settings ................................. 294
Investigating System Settings ........................................................... 296
Disaster Recovery with Backup and Restore ................................. 297
Managing Upgrades and Migrations ............................................... 298

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Chapter 7: Automating with PowerShell . . . . . . . . . . . . . . . . . . . . . . . .301
Introducing PowerShell .............................................................................. 301
Getting Started With PowerShell ............................................................... 302
Learning the Language ...................................................................... 303
Talking with PowerShell.................................................................... 303
Asking for Help ................................................................................... 304
Understanding the Pipeline, Objects, and Variables..................... 306
Understanding PowerShell usage with SharePoint ................................. 308
Positioning STSADM and PowerShell .............................................. 308
Accessing the SharePoint cmdlets .................................................. 309
Using SharePoint PowerShell cmdlets ............................................ 313
Automating Tasks with PowerShell........................................................... 317
Understanding SharePoint and Variables ....................................... 317
Choosing rlooping and selection options ....................................... 319
Understanding Operators ................................................................. 321
Making use of .NET and COM objects ............................................. 322
Using data providers to access data stores ................................... 324
Building and running PowerShell scripts ....................................... 325

Chapter 8: Using Service Applications . . . . . . . . . . . . . . . . . . . . . . . . .331
Using the Service Application Management Pages ................................. 331
Creating a Service Application................................................................... 332
Editing Service Application Properties ..................................................... 334
Managing Service Application Settings..................................................... 335
Service Application PowerShell cmdlets .................................................. 336
Retrieving service application information .................................... 336
Creating service application components ...................................... 337
Removing service application components ................................... 338
Managing service application components .................................... 339
Assigning Service Application Administrators ........................................ 341

Assigning Service Application Permissions ............................................. 342
Connecting to a Local Service Application .............................................. 344
Handling Remote Service Connections ..................................................... 346
Exchanging trust certificates ............................................................ 346
Publishing a service application ...................................................... 352
Connecting to a remote service application .................................. 354
Deleting a Service Application ................................................................... 359

Book III: Services Configuration and Management ...... 363
Chapter 1: Analyzing Access Services. . . . . . . . . . . . . . . . . . . . . . . . . .365
Access Services Architecture .................................................................... 366
Managing Access Services .......................................................................... 368
Lists and Queries Settings ................................................................ 369
Application Objects Setting .............................................................. 370
Session Management Settings .......................................................... 371

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Memory Utilization settings ............................................................. 371
Templates settings............................................................................. 372
Running Reporting Services ....................................................................... 372

Reporting Services Modes ................................................................ 372
Reporting Services Components...................................................... 373
Scaling out Reporting Services......................................................... 373
Installing Reporting Services ............................................................ 375
Configuring Reporting Services........................................................ 377
Report Server content types ............................................................ 379
Creating reports ................................................................................. 381

Chapter 2: Burrowing into Business Connectivity Services . . . . . . .383
Business Connectivity Services Overview ............................................... 383
Business Connectivity Services: The new
and improved Business Data Catalog .......................................... 384
Understanding the Business Connectivity
Services value proposition ........................................................... 387
Interpreting the Business Connectivity Services lingo ................. 387
Examining the Business Connectivity Services Architecture ................ 390
SharePoint server-side components ............................................... 391
Client-side components .................................................................... 394
Managing Business Connectivity Services ............................................... 396
Starting the BDC Service ................................................................... 396
Creating a BDC Service application ................................................. 396
Assigning BDC administrators ......................................................... 397
Accessing the BDC management page ............................................ 398
Setting permissions on the BDC metadata store ........................... 399
Switching between views .................................................................. 400
Setting object permissions ............................................................... 402
Adding actions to an external content type ................................... 403
Configuring the profile page host .................................................... 405
Creating and upgrading profile pages ............................................. 406
Importing a new BDC model or resource file ................................. 408

Exporting a new BDC model or resource file ................................. 410

Chapter 3: Exploring Excel Services . . . . . . . . . . . . . . . . . . . . . . . . . . .413
Admiring the Excel Services Architecture ............................................... 414
Understanding the Excel Services Components ............................ 414
Scaling Excel Services ....................................................................... 417
Managing Excel Services............................................................................. 418
Configuring the Global Settings........................................................ 420
Defining your trusted file locations ................................................. 424
Defining your trusted data providers .............................................. 428
Defining your trusted data-connection libraries............................ 429
Registering your user-defined function assemblies ...................... 430
Defining your trusted data-connection libraries............................ 432
Configuring the Secure Store ............................................................ 432
Configuring the Unattended Service Account ................................ 434

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Chapter 4: Investigating InfoPath Forms Services . . . . . . . . . . . . . . . .439
Evolving InfoPath Forms Services ............................................................. 440
InfoPath Forms Services ................................................................... 440

Microsoft Office InfoPath client ....................................................... 441
Configuring InfoPath Forms Services ........................................................ 443
Accessing the InfoPath Forms Services Configurations page ...... 443
Configuring form template settings ................................................. 444
Configuring data-connection settings ............................................. 445
Configuring postback settings.......................................................... 448
Configuring session state .................................................................. 449
Configuring the State Service .......................................................... 450
Understanding Data Connections.............................................................. 451
Data-connection files ......................................................................... 452
Data Connection Wizard ................................................................... 452
Centrally managing data connections ............................................. 453
Managing Administrator-Approved Form Templates ............................. 456
Uploading form templates ................................................................ 456
Categorizing form templates ............................................................ 459
Activating form templates ................................................................ 460
Deactivating form templates ............................................................ 462
Removing form templates ................................................................. 464
Upgrading form templates ................................................................ 465

Chapter 5: Maneuvering the Managed Metadata Service . . . . . . . . .471
Reviewing the Managed Metadata Lingo .................................................. 472
Managing the Managed Metadata Service ................................................ 477
Assigning Managed Metadata Administrators ............................... 477
Accessing the Term Store Management Tool ................................ 478
Setting the Managed Metadata Service Properties........................ 480
Assigning Term Store Administrators ............................................. 481
Creating a group................................................................................. 482
Creating a term set ............................................................................ 483
Adding a term ..................................................................................... 484

Sorting terms ...................................................................................... 485
Moving terms...................................................................................... 486
Copying terms .................................................................................... 487
Reusing terms ..................................................................................... 488
Handing orphaned terms .................................................................. 489
Surfacing Metadata in your Sites ............................................................... 490
Creating Managed Metadata Columns ............................................ 490
Configuring Metadata Navigation .................................................... 491
Enabling Enterprise Keywords ......................................................... 493

Chapter 6: Submerging into Search . . . . . . . . . . . . . . . . . . . . . . . . . . . .495
The Importance of Search .......................................................................... 495
Positioning search in SharePoint ..................................................... 497
Major Search Concepts ............................................................................... 499
Creating The End-User Experience............................................................ 501

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Building and executing queries ........................................................ 501
Understanding and Working with Search Results ................................... 505
Federating searches and using search locations ........................... 505

Search Results Page........................................................................... 508
Did You Mean & Related Searches .................................................. 510
Refiners ............................................................................................... 510
Keywords, Definitions, and Best Bets ............................................. 512
Search Actions ................................................................................... 513
View In Browser ................................................................................. 514
A Closer Look at FAST Search Server for SharePoint 2010 .................... 514

Chapter 7: User Profiles, Organization Profiles, and Audiences . . . . . . . . .517
Understanding the User Profile Service Application .............................. 517
Working with User Profiles ............................................................... 519
Understanding Profile Synchronization .......................................... 523
Configuring Profile Synchronization with Active Directory ......... 526
Defining Connections to the Active Directory ......................................... 529
Using Organization Profiles .............................................................. 538
Audiences as targets for content ..................................................... 540

Chapter 8: Considering PerformancePoint Services . . . . . . . . . . . . . .543
Reviewing PerformancePoint Services ..................................................... 544
Peeking at the SharePoint Business
Intelligence Center ......................................................................... 544
Understanding the PerformancePoint Lingo .................................. 545
Storing PerformancePoint Content.................................................. 554
Reviewing the PerformancePoint content types ........................... 555
Reviewing the PerformancePoint Web Parts ................................. 556
Using Web Parts to create dashboards manually.......................... 557
Examining the PerformancePoint Architecture ....................................... 558
Managing PerformancePoint Services ...................................................... 559
Configuring the PerformancePoint Service Application Settings... 560
Configuring PerformancePoint Security ................................................... 562

Configuring the locations of trusted data sources ........................ 562
Configuring Trusted Content Locations.......................................... 564
Configuring the Secure Store ............................................................ 565
Configuring the Unattended Service Account ................................ 567
Activating PerformancePoint Services ..................................................... 568
Creating a Business Intelligence Center Site .................................. 569
Enabling PerformancePoint on an existing site ............................. 570
Introducing PerformancePoint Dashboard Designer .............................. 573
Launching the Dashboard Designer ................................................ 573
Introducing the Workspace Browser .............................................. 577
Reviewing the Ribbon Menu ............................................................. 578
Saving PerformancePoint Items ....................................................... 579
Deploying a dashboard to SharePoint ............................................ 580

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Chapter 9: Considering Visio Services. . . . . . . . . . . . . . . . . . . . . . . . . .581
Reviewing Visio Services ............................................................................ 582
Managing the Visio Graphics Service........................................................ 584
Configuring the Visio Graphics Service Settings............................ 585
Configuring the Unattended Service Account ................................ 586

Publishing Visio Diagrams to SharePoint ................................................. 590
Saving your Visio Drawings to SharePoint ..................................... 590
Saving your Visio Web Drawings to SharePoint ............................ 591
Integrating Visio with SharePoint Workflow ............................................ 592
Creating a SharePoint workflow diagram ....................................... 596
Exporting your SharePoint workflow diagram ............................... 597
Importing Workflow into SharePoint Designer .............................. 598
Publishing Visio Workflow to SharePoint ....................................... 599
Exporting your SharePoint Workflow to Visio ............................... 601
Importing your SharePoint Workflow into Visio ............................ 601
Creating a Strategy Map.............................................................................. 602

Book IV: Using the SharePoint Services ...................... 605
Chapter 1: Publishing Access Applications . . . . . . . . . . . . . . . . . . . . .607
Designing SharePoint-Compatible Access Databases ............................. 608
Creating an Access Web database ................................................... 609
Creating an Access Web database from SharePoint ..................... 609
Access Web Database Objects ......................................................... 612
Setting the default form .................................................................... 618
Publishing to Access Services ................................................................... 619
Mapping Access Objects to SharePoint Objects............................ 620
Checking Web compatibility ............................................................ 622
Publishing your Access Web database ........................................... 623
Viewing the Application Log............................................................. 626
Opening your Access Web database application .......................... 626
Synchronizing your changes with SharePoint ............................... 628
Saving your Web Database as a Site Template .............................. 628

Chapter 2: Connecting to External Data . . . . . . . . . . . . . . . . . . . . . . . . .631
Understanding External Content Types ................................................... 631

External content type XML definition ............................................. 632
Tooling for Business Connectivity Services ............................................. 635
Creating External Content Types with SharePoint Designer ................. 636
Opening your site in SharePoint Designer ...................................... 639
Launching the External Content Type Designer ............................ 639
Configuring your external content type general settings ............. 640
Connecting to an external SQL database ........................................ 640

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Connecting to a Web service ............................................................ 642
Connecting to a .NET assembly ....................................................... 645
Adding operations to an external content type ............................. 647
Defining filter parameters ................................................................. 653
Editing operations for an external content type ............................ 660
Removing operations for an external content type....................... 661
Saving an external content type....................................................... 662

Chapter 3: Using External Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . .663
Creating an External List ............................................................................ 663
Creating an external list with the browser interface..................... 664

Creating an external list with SharePoint Designer ....................... 666
Creating External Data Columns ................................................................ 668
Taking External Content Offline ................................................................. 669
Enabling offline sync for your external lists ................................... 670
Connecting your external list to Microsoft Outlook...................... 671
Synchronizing to SharePoint Workspace ....................................... 672
Synchronizing from SharePoint Workspace ................................... 674
Using the Business Connectivity Services Web Parts............................. 675
Creating a blank Web Part page ....................................................... 677
Adding the Business Data List Web Part ........................................ 678
Adding the Business Data Item Web Part ....................................... 680
Creating associations by using SharePoint Designer .................... 682
Adding the Business Data Related List Web Part .......................... 685
Adding the Business Data Actions Web Part.................................. 688
Adding the Business Data Connectivity Filter Web Part .............. 691

Chapter 4: Working with Excel Services. . . . . . . . . . . . . . . . . . . . . . . .695
Reviewing a Snapshot of Excel 2010 New Features ................................. 696
Publishing Your Excel Workbooks ............................................................ 699
Checking for compatibility issues ................................................... 700
Configuring your external connections........................................... 702
Finding the Secure Store Service Application ID ..................................... 703
Configuring the authentication options .......................................... 704
Verifying the Unattended Service Account .............................................. 705
Exporting data connection files to SharePoint .............................. 706
Checking Trusted Resources ..................................................................... 709
Verifying your SharePoint library is trusted .................................. 709
Verifying your data connection library is trusted ......................... 710
Configuring your Publishing Options .............................................. 711
Publishing your workbook................................................................ 714

Viewing Your Workbooks in the Browser ................................................ 716
Reviewing the Excel Web Access Menu Options ........................... 718
Using the Parameter Pane ................................................................ 719
Configuring the Excel Web Access Web Part ........................................... 720
Excel Web Access Web Part Settings .............................................. 720
Adding the Excel Web Access Web Part ........................................ 724
Understanding Excel Web App .................................................................. 725

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Chapter 5: Investigating InfoPath Designer 2010 . . . . . . . . . . . . . . . . .729
Understanding InfoPath Roles ................................................................... 729
Accessing InfoPath Filler 2010.......................................................... 730
Accessing InfoPath Designer 2010 ................................................... 731
Touring InfoPath Designer 2010 ................................................................ 732
InfoPath Designer Backstage view ................................................... 732
InfoPath ribbon tabs .......................................................................... 734
Accessing the Designer task panes ................................................. 738
Exploring Form Templates ......................................................................... 747
Understanding form templates ........................................................ 747
Cracking open the form template .................................................... 749

Considering the Designer templates ............................................... 750
Understanding template parts ......................................................... 752
Browser-compatible form templates ............................................... 753

Chapter 6: Designing Browser Compatible Forms . . . . . . . . . . . . . . . .755
Designing Web Browser InfoPath Forms .................................................. 755
Creating a browser compatible form .............................................. 757
Adding fields and groups .................................................................. 759
Designing your form layout .............................................................. 760
Adding controls to the page ............................................................. 762
Adding secondary data sources ...................................................... 766
Creating form views ........................................................................... 769
Storing connections in a Data Connection Library ....................... 771
Adding business rules and logic ...................................................... 773
Configuring Security and Trust ........................................................ 782
Verifying your form template ........................................................... 783
Deploying Form Templates ........................................................................ 784
Publishing User Form Templates..................................................... 785

Chapter 7: Examining the InfoPath Forms Services Tools . . . . . . . . .795
Customizing SharePoint List Forms .......................................................... 795
Embedding InfoPath Forms in Web Pages................................................ 802
Creating a blank Web Part page ....................................................... 802
Adding the InfoPath Form Web Part................................................ 803
Connecting the InfoPath Form Web Part ........................................ 805
Using InfoPath Forms with External Lists ................................................ 806
Working Offline with InfoPath Forms ........................................................ 807

Chapter 8: Designing and Administering Search . . . . . . . . . . . . . . . .809
Designing the Search Experience .............................................................. 809

Creating an Enterprise Search Center site ..................................... 810
Defining a search scope .................................................................... 811
Associating the search scope with a team site .............................. 813
Configuring the search dialog box on team site pages ................. 814
Creating a custom search landing page .......................................... 815
Creating a federated search location for images ........................... 817

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