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Pro SharePoint 2010
Administration
Robert Garrett
www.it-ebooks.info
Pro SharePoint 2010 Administration
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IV
Contents at a Glance
Foreword xiv
About the Author xv
About the Technical Reviewer xvi
Acknowledgments xvii
Introduction xviii
Chapter 1: SharePoint 2010 Overview 1
Chapter 2: Installing and Configuring SharePoint 2010 45
Chapter 3: Security and Policy 101
Chapter 4: People and Profiles 135
Chapter 5: Social Networking 167
Chapter 6: Site Content and Metadata 193
Chapter 7: Documents and Records Management 229
Chapter 8: Business Intelligence 273
Chapter 9: Microsoft Office Integration 311
Chapter 10: Health, Monitoring, and Disaster Recovery 349
Index 385
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V
Contents
Foreword xiv
About the Author xv
About the Technical Reviewer xvi
Acknowledgments xvii
Introduction xviii
Chapter 1: SharePoint 2010 Overview 1
What Is SharePoint? 1
SharePoint Foundation versus SharePoint Server 2
Sites 3
Communities 3
Composites 3
Insights 4
Content 5
Search 6
SharePoint 2010 System Requirements 6
Overview of New Functionality and Changes 6
The Central Administration Web Site 7
User Interface Changes 8
Microsoft Office Web Applications 10
My Sites, User Profiles, and Social Media 11
Wiki Pages 13
Enterprise Content Management 13
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CONTENTS
VI
Goodbye, Shared Services Provider 16
SharePoint Basics 17
Creating a new Web Application and Site Collection 17
The Site Actions Menu 20
The Ribbon 22
Lists 23
List Views 29
Document Libraries 32
Pages 34
Web Parts 40
Summary 43
Chapter 2: Installing and Configuring SharePoint 2010 45
Infrastructure Requirements 45
SharePoint 2010 Prerequisites 46
Choosing the Installation Type 48
Stand-Alone Installation 49
Server Farm Installation 50
SharePoint Products Configuration Wizard 53
Managed Accounts 54
Continuing with the Configuration Wizard 56
ADACM (SharePoint Foundation Only) 58
Configuring Your SharePoint Farm 59
Upgrading from Microsoft Office SharePoint 2007 (MOSS) 63
In-Place or Database Attach Upgrade 63
Considerations Before Performing an Upgrade 64
The Pre-Upgrade Check 65
Performing an In-Place Upgrade 67
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CONTENTS
VII
Performing a Database Attach Upgrade 68
What is the Hybrid Upgrade Approach? 76
Using Alternate Access Mappings to Avoid Downtime 77
Visual Upgrade 78
Switching from Legacy to SharePoint 2010 Branding 79
Visual Upgrade PowerShell Commands 81
Welcome to the Central Administration Web Site 81
Application Management 82
System Settings 90
Monitoring 92
Backup and Restore 93
Security 94
Upgrade and Migration 94
General Application Settings 95
Configuration Wizards 99
Summary 99
Chapter 3: Security and Policy 101
Security Administration 101
SharePoint Administrators 102
Permissions and Permission Levels 104
Creating Custom Permission Levels 107
SharePoint Users 109
SharePoint Security Groups 110
Adding Users to a Group 112
Removing Users from a Group 113
Group Settings and Permissions 113
Creating a New Group (and Assigning Permissions) 115
Deleting a Group 116
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CONTENTS
VIII
Assigning New Visitor, Member, and Owner Groups at Site Creation 116
Best Practices 119
Granting Permissions 120
Granting Permissions at the Root Site Collection 121
Granting Permissions at a Sub-Site (Breaking Inheritance) 122
Granting Permissions to a List or Document Library 123
Granting Permissions to a List Item or Document 124
Anonymous Access 125
Web Application Policies 126
Claims-Based Authentication 128
Configuring CBA in SharePoint 2010 129
CBA and PowerShell 133
Summary 134
Chapter 4: People and Profiles 135
A User’s Profile 135
The User Profile Infrastructure 136
The User Profile Service Application 137
The User Profile Service 137
The User Profile Synchronization Service 138
The Forefront Identity Manager 138
Configuring User Profile Synchronization 138
Establishing Managed Accounts 139
Creating the User Profile Service Application 142
Starting the Services 143
Importing User Profiles from Active Directory 144
Writing Back to Active Directory 147
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CONTENTS
IX
User Profiles in SharePoint 2010 150
User Profile Properties and Sub-Types 150
Organization Profiles 158
Audiences 159
People Search 161
SharePoint Search—A Primer 161
People Search in Action 164
Summary 165
Chapter 5: Social Networking 167
My Sites 168
Creating the My Site Host Site Collection 168
Capacity Planning for My Sites 171
A Tour of SharePoint 2010 My Sites 171
Notes and Tagging 183
A Brief Segue on Taxonomy and Folksonomy 183
Tagging in SharePoint 2010 183
Ratings 186
Rating Control and Publishing Pages 188
Blogs 188
Wikis 190
Outlook 2010 Integration 191
Summary 192
Chapter 6: Site Content and Metadata 193
The SharePoint 2010 Content Type Model 193
What Are Content Types and Site Columns? 193
New Content Type Model Functionality 194
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[...]... Garrett, Pro SharePoint 2010 Administration © Robert Garrett 2011 www.it-ebooks.info CHAPTER 1 SHAREPOINT 2010 OVERVIEW Figure 1-1 Major capability areas of the SharePoint 2010 platform www.it-ebooks.info CHAPTER 1 SHAREPOINT 2010 OVERVIEW Composites www.it-ebooks.info CHAPTER 1 SHAREPOINT 2010 OVERVIEW external content types Figure 1-2 The Ribbon Insights www.it-ebooks.info CHAPTER 1 SHAREPOINT 2010. .. www.it-ebooks.info Acknowledgments www.it-ebooks.info Introduction Pro SharePoint 2010 Administration A word about the Target Audience — — www.it-ebooks.info ’ CHAPTER 1 SharePoint 2010 Overview What Is SharePoint? http:/ /sharepoint. microsoft.com Microsoft SharePoint 2010 makes it easier for people to work together Using SharePoint 2010, your people can set up Web sites to share information with... 339 SharePoint Workspace—the New Groove .340 Office Web Applications .342 Installing Office Web Apps on an Existing Stand-Alone SharePoint 2010 Server 343 Installing Office Web Apps on a New Stand-alone SharePoint 2010 Server 344 Installing Office Web Apps into an Existing SharePoint 2010 Server Farm 345 Installing Office Web Apps into a New SharePoint 2010 Server... 1 SHAREPOINT 2010 OVERVIEW Search • • • • • Overview of New Functionality and Changes www.it-ebooks.info CHAPTER 1 SHAREPOINT 2010 OVERVIEW Note Not all configuration uses the Central Admin Web Site; see Chapter 2 for details about the use of PowerShell and the STSADM command-line tool Figure 1-4 SharePoint 2010 Central Administration web site • www.it-ebooks.info CHAPTER 1 SHAREPOINT 2010. .. navigating around Central Administration The Ribbon www.it-ebooks.info CHAPTER 1 SHAREPOINT 2010 OVERVIEW SharePoint Designer Figure 1-5 The Site Actions menu and the existence of SharePoint Designer functions www.it-ebooks.info CHAPTER 1 SHAREPOINT 2010 OVERVIEW Multilingual User Interface Figure 1-6 The multilingual user interface www.it-ebooks.info CHAPTER 1 SHAREPOINT 2010 OVERVIEW docx xlsx... A User Profile page g www.it-ebooks.info CHAPTER 1 SHAREPOINT 2010 OVERVIEW active monitoring Figure 1-8 Active monitoring of events in a user’s profile ratings My Profile My Content My Newsfeed www.it-ebooks.info CHAPTER 1 SHAREPOINT 2010 OVERVIEW Figure 1-9 Wiki pages default in team sites Enterprise Content Management (ECM) Document Management www.it-ebooks.info CHAPTER 1 SHAREPOINT 2010 OVERVIEW... www.it-ebooks.info CHAPTER 1 SHAREPOINT 2010 OVERVIEW Media Integration asset libraries Figure 1-10 A media asset library Web Content Management publishing www.it-ebooks.info CHAPTER 1 SHAREPOINT 2010 OVERVIEW • WYSIWYG authoring • Approval workflow • Versioning and Check-out • Page layout managed service applications www.it-ebooks.info CHAPTER 1 SHAREPOINT 2010 OVERVIEW SharePoint Basics c:\inetpub\wwwroot\wss\VirtualDirectories... Document Management in SharePoint 2010 230 Overview of SharePoint 2010 DMS Features 232 Document Content Types and Document Sets 234 Document Workflows 245 Document Tracking 247 Document Conversion 250 Document Workspaces 251 www.it-ebooks.info CONTENTS Records Management in SharePoint 2010 254 Setting... 305 Summary .309 Chapter 9: Microsoft Office Integration 311 Office 2010 and an Overview of Office 2010 Integration .311 The Backstage Area 312 Live Co-Authoring 315 Document Information Panel 316 Integrating SharePoint 2010 with the Office Applications 318 Microsoft Word 319 Microsoft Excel ... CONTENTS SharePoint Metadata Types 195 Site Columns 195 Content Types 198 Metadata in Lists 203 Metadata in Publishing 205 The Managed Metadata Service 207 Initial Setup 207 Associating with a Web Application 210 Taxonomy—Managed Metadata 211 Managed Metadata in SharePoint . www.it-ebooks.info
Pro SharePoint 2010
Administration
Robert Garrett
www.it-ebooks.info
Pro SharePoint 2010 Administration.
Introduction xviii
Chapter 1: SharePoint 2010 Overview 1
What Is SharePoint? 1
SharePoint Foundation versus SharePoint Server 2
Sites 3
Communities
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