www.it-ebooks.info Pro SharePoint 2010 Administration    Robert Garrett www.it-ebooks.info Pro SharePoint 2010 Administration #OPYRIGHTÚBY2OBERT'ARRETT !LLRIGHTSRESERVED.OPARTOFTHISWORKMAYBEREPRODUCEDORTRANSMITTEDINANYFORMORBYANYMEANS ELECTRONICORMECHANICALINCLUDINGPHOTOCOPYINGRECORDINGORBYANYINFORMATIONSTORAGEORRETRIEVAL SYSTEMWITHOUTTHEPRIORWRITTENPERMISSIONOFTHECOPYRIGHTOWNERANDTHEPUBLISHER )3".PBK )3".ELECTRONIC 4RADEMARKEDNAMESLOGOSANDIMAGESMAYAPPEARINTHISBOOK2ATHERTHANUSEATRADEMARKSYMBOL WITHEVERYOCCURRENCEOFATRADEMARKEDNAMELOGOORIMAGEWEUSETHENAMESLOGOSANDIMAGESONLY INANEDITORIALFASHIONANDTOTHEBENEFITOFTHETRADEMARKOWNERWITHNOINTENTIONOFINFRINGEMENTOF THETRADEMARK 4HEUSEINTHISPUBLICATIONOFTRADENAMESTRADEMARKSSERVICEMARKSANDSIMILARTERMSEVENIFTHEYARE NOTIDENTIFIEDASSUCHISNOTTOBETAKENASANEXPRESSIONOFOPINIONASTOWHETHERORNOTTHEYARESUBJECT TOPROPRIETARYRIGHTS 0RESIDENTAND0UBLISHER0AUL-ANNING ,EAD%DITOR*ONATHAN(ASSELL $EVELOPMENT%DITOR4OM7ELSH 4ECHNICAL2EVIEWER$ANIEL#OHEN$UMANI %DITORIAL"OARD3TEVE!NGLIN-ARK"ECKNER%WAN"UCKINGHAM'ARY#ORNELL-ORGAN%RTEL *ONATHAN'ENNICK*ONATHAN(ASSELL2OBERT(UTCHINSON-ICHELLE,OWMAN*AMES-ARKHAM -ATTHEW-OODIE*EFF/LSON*EFFREY0EPPER$OUGLAS0UNDICK"EN2ENOW#LARKE$OMINIC 3HAKESHAFT'WENAN3PEARING-ATT7ADE4OM7ELSH #OORDINATING%DITOR!DAM(EATH #OPY%DITOR*AMES#OMPTON #OMPOSITOR"YTHEWAY0UBLISHING3ERVICES )NDEXER30)'LOBAL !RTIST30)'LOBAL #OVER$ESIGNER!NNA)SHCHENKO $ISTRIBUTEDTOTHEBOOKTRADEWORLDWIDEBY3PRINGER3CIENCE"USINESS-EDIA.EW9ORK3PRING 3TREETTH&LOOR.EW9ORK.90HONE302).'%2FAXEMAILorders- ny@springer-sbm.comORVISITwww.springeronline.com &ORINFORMATIONONTRANSLATIONSPLEASEEMAILRIGHTS APRESSCOMORVISITWWWAPRESSCOM !PRESSANDFRIENDSOF%$BOOKSMAYBEPURCHASEDINBULKFORACADEMICCORPORATEORPROMOTIONALUSE E"OOKVERSIONSANDLICENSESAREALSOAVAILABLEFORMOSTTITLES&ORMOREINFORMATIONREFERENCEOUR 3PECIAL"ULK3ALESnE"OOK,ICENSINGWEBPAGEATwww.apress.com/bulk-sales 4HEINFORMATIONINTHISBOOKISDISTRIBUTEDONANhASISvBASISWITHOUTWARRANTY!LTHOUGHEVERY PRECAUTIONHASBEENTAKENINTHEPREPARATIONOFTHISWORKNEITHERTHEAUTHORSNOR!PRESSSHALLHAVE ANYLIABILITYTOANYPERSONORENTITYWITHRESPECTTOANYLOSSORDAMAGECAUSEDORALLEGEDTOBECAUSED DIRECTLYORINDIRECTLYBYTHEINFORMATIONCONTAINEDINTHISWORK www.it-ebooks.info ,GHGLFDWHWKLVPDQXVFULSWWRP\VZHHWKHDUW-HVVLFDZLWKRXWZKRVHVXSSRUWDQG HQFRXUDJHPHQWIRUZULWLQJWKLVERRNZRXOGQHYHUKDYHEHFRPHDUHDOLW\ www.it-ebooks.info 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 www.it-ebooks.info 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 www.it-ebooks.info  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 www.it-ebooks.info  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 www.it-ebooks.info  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 www.it-ebooks.info  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 www.it-ebooks.info [...]... 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