Microsoft SharePoint 2010 Unleashed: (Unleashed)

Microsoft® SharePoint 2010 Unleashed   Michael Noel Colin Spence     Using Microsoft SharePoint 2010 technologies, organizations can bring together, utilize, and collaborate with information from virtually any source. Microsoft SharePoint 2010 Unleashed is the most complete, practical resource for all administrators, managers, architects, users, and power users who want to make the most of this powerful platform.     Drawing on their experience implementing SharePoint solutions in hundreds of organizations, Michael Noel and Colin Spence cover all facets of succeeding with SharePoint: planning, deployment, migration, scalability, administration, security, Microsoft Office integration, workflow and dashboard development, and more.     Noel and Spence illuminate the newest SharePoint innovations, from new social networking features to improved search, helping you make the most of both SharePoint Foundation and SharePoint Server 2010. Using easy-to-understand, step-by-step examples, the authors help you streamline administration, optimize performance, control cost, and implement high-value solutions for collaboration, document management, and business intelligence.   Architect and implement SharePoint 2010, and migrate from legacy SharePoint servers Perform advanced installations that maximize scalability Monitor, back up, and restore SharePoint environments Maintain the SQL Server databases on which SharePoint 2010 relies Systematically improve edge, transport, and content security Deploy SharePoint in extranets and alternative authentication scenarios Create highly efficient virtualized SharePoint 2010 farms Customize and manage libraries and lists for your specific requirements Design and manage pages and sites for knowledge workers Effectively manage metadata and content types Integrate content using Office Web Apps and Excel, Access, and Visio Graphics Services Create both out-of-the-box and customized SharePoint workflows Develop custom solutions with SharePoint Designer 2010 and Visual Studio 2010 Create BI solutions with PerformancePoint and Business Connectivity Services Govern your SharePoint ecosystem for maximum value   Michael Noel, MS-MVP, MCITP, is an internationally recognized technology expert, bestselling author, and well-known public speaker on a wide range of IT topics. He is the author of 17 books, including Exchange Server 2010 Unleashed, Windows Server 2008 R2 Unleashed, and Microsoft Forefront Unleashed. His books have been translated into more than a dozen languages. Colin Spence, MCP, MCTS SharePoint, has worked with SharePoint technologies for nearly a decade, helping hundreds of clients architect, implement, and manage customized SharePoint solutions. He speaks, publishes, and blogs regularly on SharePoint technologies. Noel and Spence are partners at Convergent Computing, a leading Microsoft partner in the San Francisco Bay area, and co-authors of SharePoint 2007 Unleashed.     ON THE WEB: Download all examples and source code presented in this book from informit.com/title/9780672333255     Category: Microsoft Office 2010 Covers: Microsoft SharePoint 2010 User Level: Intermediate–Advanced  

Table of Contents:
Introduction Part I Planning for and Deploying SharePoint Server 2010 Chapter 1 Introducing SharePoint 2010 Understanding the Capabilities of SharePoint 2010 Exploring the SharePoint 1.0 Wave: SharePoint Team Services and SharePoint Portal Server 2001 Exploring the SharePoint 2.0 Wave: Windows SharePoint Services 2.0 and SharePoint Portal Server 2003 Exploring the SharePoint 3.0 Wave: Windows SharePoint Services 3.0 and Microsoft Office SharePoint Server 2007 Exploring the Latest SharePoint 4.0 Wave: SharePoint Foundation Server and Microsoft SharePoint Server 2010 Using SharePoint for Collaboration and Document Management Integrating Deeply with Microsoft Office Applications Libraries and Lists as Data Management and Collaboration Tools Organizing Collaborating with SharePoint Site Collections and Sites Deploying SharePoint Websites with Comprehensive Web Content Management Outlining Improvements in SharePoint 2010 Understanding the Scalable Service Application Model in SharePoint 2010 Outlining Search Improvements in SharePoint 2010 Accessing the Improved Administration, Monitoring, and Backup Tools Using the Improved Backup and Restore Tools Gaining Storage Flexibility with the Remote BLOB Storage Option Using the Improved Interface and Ribbon Integration Securing SharePoint 2010 with New Security Enhancements Protecting SharePoint 2010 with Transport Security Options Protecting SharePoint Data with Storage Security Options Protecting SharePoint Web Access on the Edge UsingAdvanced Tools Protecting SharePoint Content with Antivirus Options Leveraging Metadata and Content Types Social Networking Tool Advances Working with Office Web Apps Creating Powerful and Flexible Workflows Developing Applications Using Visual Studio Leveraging Business Intelligence Tools in SharePoint 2010 Governing the SharePoint Environment Summary Best Practices Chapter 2 Architecting a SharePoint 2010 Deployment Understanding the SharePoint Server Roles Understanding the Database Server Role Understanding the Web Server Role Service Application Roles Search Service Application Role Inbound Email Server Role SharePoint Central Admin Server Role Understanding the Reasons for Deploying Multiple Farms Deploying Test Farms Deploying Development Farms Deploying Extranet or Intranet Farms Deploying Global or Distributed Multifarm Environments Planning for Multiple Farms Choosing the Right Hardware for SharePoint Hardware Requirements for the SQL Database Role Servers Hardware Requirements for Service Application Roles Hardware Requirements for Web Role Servers Determining Optimal Operating System Configuration Windows Server 2008 R2 Operating System for SharePoint Planning for Database and Additional Software Database Software Backup Software Antivirus Software Index iFilters Examining Real-World SharePoint 2010 Deployments Viewing a Sample Single-Server SharePoint Deployment Viewing a Sample Small SharePoint Farm Viewing a Sample Mid-Sized SharePoint Farm Viewing a Sample Large SharePoint Farm Addressing Common Business Issues with SharePoint Features Addressing the Redundant Re-creation of Documents with SharePoint Addressing the Inability to Efficiently Search Across Different Types of Content Addressing Inefficient Means of Document Collaboration with SharePoint Document Libraries Addressing the Excessive Use of Email Attachments/Ability to Know When Documents Have Been Modified Addressing Difficulty Organizing or Classifying Content Addressing Access to Line-of-Business Application Information Using SharePoint for Sharing Information with Partners, Vendors, and Clients Deploying a Team Collaboration Solution with SharePoint Outlining Business Needs for the Team Collaboration Solution Implementing a Team Collaboration Solution with SharePoint Outlining Ideas for Using the Team Collaboration Solution Deploying a Corporate Intranet Solution with SharePoint Meeting Business Needs with the Corporate Intranet Solution Implementing the Corporate Intranet Solution Ideas for Using the Corporate Intranet Solution Deploying a Customer Extranet Solution with SharePoint Meeting the Business Needs of the Customer Extranet Solution Implementing the Customer Extranet Solution Outlining Ideas for Using the Corporate Extranet Solution Summary Best Practices Chapter 3 Installing a Simple SharePoint Server 2010 Farm Examining SharePoint Installation Prerequisites Defining Hardware Prerequisites for SharePoint 2010 Examining Software Requirements for SharePoint 2010 Service Account Requirements Outlining Additional Prerequisites Database Role Prerequisites FAST Search Requirements Installing the SharePoint Server Operating System Installing Windows Server 2008 R2 Installing SQL Server 2008 R2 Installing SQL Server 2008 R2 Creating a Windows Firewall Port Exception for SQL Server Enabling TCP/IP in SQL Configuration Manager Installing Microsoft SharePoint Server 2010 Running the Prerequisite Check for SharePoint 2010 Installing the SharePoint 2010 Binaries Running the SharePoint 2010 Configuration Wizard Running the Initial Farm Configuration Wizard Summary Best Practices Chapter 4 Advanced SharePoint 2010 Installation and Scalability Creating an Installation Checklist Conceptualizing and Architecting a SharePoint Farm Installing SharePoint 2010 Configuring SharePoint 2010 Installing SharePoint 2010 Using PowerShell Examining a PowerShell Script for Provisioning a Farm PowerShell for Provisioning Service Applications Understanding Scalability for SharePoint Mapping SharePoint Functionality to Business Needs Gauging Content Growth Scaling Logical SharePoint Components Scaling Out with Site Collections Scaling Out with Web Applications Summary Best Practices Chapter 5 Migrating from Legacy SharePoint to SharePoint Server 2010 Formulating a Migration Strategy Examining the In-Place Upgrade Scenario Examining the Database Attach Scenario Examining Alternative Approaches and Third-Party Migrations Planning for an Upgrade to SharePoint 2010 Understanding Supported Upgrade Scenarios Assessing Site Migration Readiness with the Pre-Upgrade Check Tool Creating a Prototype Test Environment SQL Database Upgrade Considerations Examining SharePoint 2010 Migration Paths Performing an In-Place Upgrade of a SharePoint Environment Installing SharePoint 2010 Prerequisites Running the Upgrade Running the Configuration Wizard Performing a Database Attach Upgrade Understanding the Steps to Perform a Database Attach Upgrade Using Visual Upgrade Previewing the SharePoint 2010 Visuals in a Site Understanding the My Site Automatic Visual Upgrade Summary Best Practices Part II Administering and Maintaining SharePoint Server 2010 Chapter 6 Managing and Administering SharePoint 2010 Infrastructure Operations Management with the SharePoint Central Administration Tool Administering Application Management Tasks in SPCA Administering System Setting Tasks in SPCA Administering Monitoring Tasks in SPCA Reviewing Backup and Restore Settings in SPCA Reviewing Security Settings in SPCA Reviewing Upgrade and Migration Settings in SPCA Reviewing General Application Settings in SPCA Using the Configuration Wizard’s Page in SPCA Administering Site Collections and Sites Using Additional Administration Tools for SharePoint Command-Line Administration of SharePoint Using the STSADM Tool Working with the Internet Information Services Manager Tool SQL Server Administration for SharePoint Summary Best Practices Chapter 7 Leveraging PowerShell for Command-Line SharePoint Administration and Automation Understanding Windows PowerShell Concepts Getting Started with Windows PowerShell Using PowerShell to Display “Hello World!” Using the Integrated Scripting Environment Site Collections, Sites, and Webs The SharePoint Software Development Kit (SDK) Get-Command and Get-Help The First SharePoint Cmdlet Verbs and Nouns Working with Variables, Function, and Cmdlets PowerShell Command Piping Formatting Results PowerShell—The New STSADM SharePoint Administration with PowerShell The Naming of PowerShell Cmdlets Retrieving Site Collections and Sites with PowerShell Modifying Site Collection Properties with PowerShell Working with Solutions and Features Deploying a Custom Solution with Features PowerShell Backup and Restore Options Automating Site Collection Backup and Restore Exporting SharePoint Sites and Content Importing Exported Content Monitoring SharePoint Databases and Site Collection Usage Managing Content Databases and Site Collections Analyzing Events in the Event Log Cataloging the Best Scripts to Automate SharePoint Administration Automating Creation of Web Applications and Site Collections Creating Site Structures On-the-Fly Automating Site Collection Backups with PowerShell Automatic Solution Installation Understanding Advanced PowerShell Topics Remote SharePoint Administration with PowerShell Beyond Built-In SharePoint PowerShell Cmdlets Creating Custom Functions with PowerShell Functions and Parameters Using the SharePoint .NET API to Extend PowerShell Retrieving SharePoint Lists with PowerShell Creating New Lists and Document Libraries Modify List Properties Creating List Items On-the-Fly Managing Backend Systems with PowerShell Windows PowerShell Snap-In for IIS 7.5 Windows PowerShell Server Management Cmdlets Automate User Provisioning with PowerShell Summary Best Practices Chapter 8 Leveraging and Optimizing Search in SharePoint 2010 Outlining the Capabilities of SharePoint 2010 Search Deploying a Native SharePoint 2010 Search Service Application Define Content Sources Search Scopes Federating Search Keywords and Best Bets Customizing the Search User Interface Creating Search Centers Assign Search Pages to the Scopes Creating Custom Search Pages Customize the Refinement Panel Installing FAST Search Server 2010 for SharePoint Deploying FAST Search Service Applications Customizing the FAST Search User Interface Sorting Search Results User Contexts Uninstalling FAST Search Server 2010 for SharePoint Summary Best Practices Chapter 9 Managing and Maintaining SQL Server in a SharePoint Environment Monitoring SQL Server in a SharePoint Environment Windows Management Instrumentation Event Logs Dynamic Management Views Reliability and Performance Monitor Activity Monitor Data Collectors Maintaining SQL Server in a SharePoint Environment Checking and Repairing Database Integrity Monitoring and Reducing Fragmentation Shrinking Data Files Creating SQL Server Maintenance Plans Managing SharePoint Content Databases Adding a Content Database Creating a Site Collection in a Specific Content Database Moving Site Collections Between Content Databases Externalizing BLOB Storage in SharePoint 2010 Understanding BLOBs BLOB Storage in SharePoint Introducing Remote BLOB Storage RBS Versus EBS Installing and Configuring RBS Migrating and Moving BLOBs Between BLOB Stores Summary Best Practices Chapter 10 Backing Up and Restoring a SharePoint Environment Backing Up and Recovering SharePoint Components Using the Recycle Bin for Recovery Understanding the Two Stages of the Recycle Bin Enabling Recycle Bin Functionality in SharePoint Using SharePoint Central Administration for Backup and Restore Back Up Using Central Administration Farm Configuration Backup Performing Granular Backup Using the SharePoint Central Administration Backing Up a Site Collection Export a Site or List Using the Central Admin Console Restoring SharePoint Using SharePoint Central Administration Restore Farm Configuration Using Central Administration Recovering Data from an Unattached Content Database Using SharePoint 2010 Management PowerShell for Backup and Restore Backing Up the Farm Configuration Using PowerShell Backing Up an Entire Web Application Restoring a Site Collection Import Site or List Importing a Site Backing Up Internet Information Services v7 Configuration SQL Backup Tools SQL Server Backup Methods Understanding the SQL Server Recover Models Summary Best Practices Chapter 11 Monitoring a SharePoint 2010 Environment Using the SharePoint Health Analyzer Reviewing SharePoint Health Analyzer Settings Modifying Health Analyzer Job Definitions Using SharePoint’s Native Reporting Capabilities Reviewing and Creating Reports Optimizing Usage Data Collection Log Settings Modifying Diagnostic Log Settings Understanding Timer Jobs for SharePoint 2010 Modifying Timer Jobs Monitoring Timer Jobs Using System Center Operations Manager to Simplify Management of SharePoint 2010 Taking a Closer Look at System Center Operations Manager Installing SCOM Management Packs for SharePoint 2010 Installing Additional Management Packs for SharePoint Farms Monitoring SharePoint Functionality and Performance with SCOM Establishing Maintenance Schedules for SharePoint Outlining Daily Maintenance Tasks Performing Weekly SharePoint Maintenance Performing Monthly Maintenance Tasks Performing Quarterly Maintenance Tasks Summary of Maintenance Tasks and Recommendations Summary Best Practices Part III Securing, Protecting, and Optimizing SharePoint Architecture Chapter 12 Virtualizing SharePoint Components Microsoft’s Virtualization Support Story SharePoint Virtualization Support Virtualization Infrastructure Requirements and Recommendations Software Recommendations and Licensing Notes Virtualization of SharePoint Roles Virtualization of the Web Role Virtualization of the Application Roles Virtualization of the Search Role Virtualization of a Server with All Three Roles Virtualization of the Database Role Exploring Sample Virtualized SharePoint 2010 Architecture Virtual Machine Management with System Center Virtual Machine Manager Exploring the VMM Console Exploring the Self-Service Portal Provisioning Farm Members from Virtual Server Templates Summary Best Practices Chapter 13 Deploying SharePoint for Extranets and Alternative Authentication Scenarios Understanding Extranets for Collaborating with Partners, Vendors, and Clients Outlining Common Extranet Scenarios and Topologies Outlining Business Requirements and Extranet Considerations Understanding Common Partner, Vendor, and Client Extranet Scenarios Examining Common Deployment Topologies Understanding SharePoint 2010 Extranet Security Understanding Classic-Mode Authentication Understanding Claims-Based Authentication Implementing Authentication Scenarios Configuring Mixed-Mode Authentication Scenarios Configuring Multiple Authentication Scenarios Multiple Authentication Versus Mixed Authentication Using Alternate Access Mappings in Extranet Deployments Understanding Host-Named Site Collections Examining Mobile Administration for SharePoint Extranets Implementing a Partner Extranet Solution Creating the Extranet Web Application Creating an Extranet Site Collection Configuring Authentication Providers Creating an Extranet Service Application Proxy Group Validating the Partner Extranet Solution Upgrading an Existing Extranet Solution from SharePoint 2007 Security Consideration for SharePoint Extranet Solutions Resources Summary Best Practices Chapter 14 Protecting SharePoint with Advanced Antivirus and Edge Security Solutions Understanding the Forefront Edge Line of Products Understanding the Difference Between Forefront UAG and Forefront TMG Outlining the Need for the Forefront Edge Line for SharePoint Environments Outlining the High Cost of Security Breaches Outlining the Critical Role of Firewall Technology in a Modern Connected Infrastructure Understanding the Growing Need for Application Layer Filtering Outlining the Inherent Threat in SharePoint Web Traffic Understanding Web (HTTP) Exploits Securing Encrypted (SSL) Web Traffic Securing SharePoint Traffic with SSL Encryption Securing SharePoint Sites with Forefront TMG 2010 Configuring the Alternate Access Mapping Setting for the External URL Creating a SharePoint Publishing Rule Using Forefront TMG Monitoring Forefront TMG Using the Logging Feature Securing SharePoint Sites Using Forefront UAG Architecting Forefront UAG Creating a SharePoint Application Within a UAG Trunk Protecting SharePoint 2010 from Viruses Using Forefront Protection 2010 for SharePoint Installing Forefront Protection for SharePoint Using Forefront Protection 2010 for SharePoint 2010 Summary Best Practices Chapter 15 Implementing and Validating SharePoint 2010 Security Identifying Isolation Approaches to SharePoint Security Isolating SharePoint Data with Separate SharePoint Lists Isolating SharePoint Through Deployment of Separate Sites or Site Collections Isolating SharePoint with Separate Web Applications Isolating SharePoint with Separate Physical Farms Physically Securing SharePoint Servers Restricting Physical Access to Servers Restricting Login Access Physically Securing SharePoint Access by Using Smartcards Securing SharePoint’s SQL Server Installation Windows Versus SQL Server Authentication Windows Authentication Mode SQL Server Authentication Mode Determining Which Authentication Mode to Utilize Minimize SQL Server Attack Surface Using SQL Server Security Logs Utilizing Security Templates to Secure a SharePoint Server Shutting Off Unnecessary Services File-Level Security for SharePoint Servers Exploring NT File System Security Auditing File Access to SharePoint Servers Verifying Security Using the Microsoft Baseline Security Analyzer Scanning for Security Vulnerabilities with MBSA Viewing MBSA Security Reports Deploying Transport-Level Security for SharePoint Realizing Security by Deploying Multiple Layers of Defense Understanding Encryption Basics Using Virtual Private Networks to Secure Access to SharePoint Examining VPN Tunnels Reviewing Tunneling Protocols Outlining the PPTP and L2TP Protocols Detailing the L2TP/IPsec Secure Protocol Examining Integration Points Between SharePoint and Public Key Infrastructure Understanding Private Key Versus Public Key Encryption Using SSL Certificates for SharePoint 2010 Utilizing Active Directory Certificate Services for SharePoint Servers Examining Smartcards PKI Authentication for SharePoint Using IPsec for Internal SharePoint Encryption Reviewing the IPsec Principle Detailing Key IPsec Functionality Setting Up the Monitoring Environment for IPsec Communications Establishing an IPsec Policy on the SharePoint Server Verifying IPsec Functionality in Event Viewer Summary Best Practices Chapter 16 Configuring Email-Enabled Content, Presence, and Exchange Server Integration Enabling Incoming Email Functionality in SharePoint Installing the SMTP Server Service on the SharePoint Server Configuring the Incoming Email Server Role on the SharePoint Server Using the Directory Management Service Working with Email-Enabled Content in SharePoint 2010 Using Email-Enabled Document Libraries Understanding Microsoft Exchange Server 2010 Outlining the Significant Changes in Exchange Server 2010 Outlining Exchange Server 2010 Server Roles Planning for an Exchange Server 2010 Environment Planning for Exchange Active Directory Design Planning for the Mailbox Server Role Planning for the Client Access Server Role Planning for the Edge Transport Role Planning for the Hub Transport Role Planning for the Unified Messaging Role Integrating Exchange 2010 with SharePoint 2010 Using an Exchange Server as an Outgoing Email Server for SharePoint Linking to Calendars, Contacts, and Inbox Items in Exchange 2010 from SharePoint Sites Using SharePoint 2010 to Replace Exchange Public Folders Enabling Presence Information in SharePoint with Microsoft Communications Server 2010 Configuring Presence Within SharePoint Enabling Presence Information on a Web Application Examining Presence Functionality within a SharePoint Site Collection Summary Best Practices Chapter 17 Safeguarding Confidential Data in SharePoint 2010 Understanding the Threats to SharePoint Data SQL Server Database Mirroring for SharePoint Farms Understanding Operating Modes Understanding Transaction Safety Levels Examining Supported Topologies Single Data Center High-Availability Model Cross-Site High-Availability Model Multiple-Farm Cross-Site Model Outlining Database Mirroring Requirements Examining Supported SQL Server Editions Considering Security Requirements Examining Supported Databases Considering Performance and Scalability Enabling SQL Database Mirroring Exploring the High-Level Steps Involved with Setting Up a Database Mirror Backing Up the Databases to Be Mirrored Restoring the Databases onto the Mirror Server Configuring Security and Enabling Mirroring Using SQL Transparent Data Encryption (TDE) Understanding the Problem Encryption Solutions Understanding How TDE Works Understanding the TDE Key Hierarchy Understanding TDE Requirements and Limitations Enabling TDE for SharePoint Content Databases Creating the Database Master Key (DMK) Creating the TDE Certificate Back Up the TDE Cert Creating the DEK Encrypt the DB Monitoring Progress Restoring the TDE Encrypted DB to Another Server Using Active Directory Rights Management Services (AD RMS) for SharePoint Document Libraries Understanding Prerequisites and Limitations of AD RMS Installing AD RMS Modifying the RMS Certification Pipeline Enabling IRM Support in SharePoint Central Admin Enabling IRM Support on an Individual Document Library Summary Best Practices Part IV Using SharePoint 2010 Technologies for Collaboration and Document Management Chapter 18 SharePoint Foundation Versus SharePoint Server 2010 Clarifying the Different SharePoint Products from a High Level An Overview of Licensing Database Requirements of SharePoint Foundation 2010 and SharePoint Server 2010 Business Applications for Different Versions of SharePoint 2010 Feature Comparison Between SharePoint Foundation 2010 and SharePoint Server 2010 for Farm Administrators Service Applications Available in the Different Versions of SharePoint 2010 Reviewing the Central Administration Tools on the Home Page in SharePoint Foundation 2010 and SharePoint Server 2010 Comparing General Application Settings in SharePoint Foundation 2010 and SharePoint Server 2010 Enterprise Site Collection Options in SharePoint Foundation 2010 and SharePoint Server 2010 Site Settings Compared in SharePoint Foundation 2010 and SharePoint Server 2010 Document Library and List Options in SharePoint Foundation 2010 and SharePoint Server 2010 Web Parts Available in SharePoint Foundation 2010 and SharePoint Server 2010 Summary Best Practices Chapter 19 Using Libraries and Lists in SharePoint 2010 Empowering Users Through SharePoint 2010 Libraries Using the View All Site Content Page in SharePoint 2010 A Brief Tour of a Document Library Adding Documents to a Document Library Working with the Other Standard Tools in a Document Library Working with the New Document and Upload Document Tools Pros and Cons of the New Folder Tool Using the Edit Document Tool, Check Out, Check In, and Discard Check Out Tools Reviewing the View Properties and Edit Properties Tools Using the Version History Tool Using the Document Permissions Tool Using the Delete Button and Recycle Bins Reviewing the E-mail a Link and Alert Me Tools Understanding the Download a Copy, Send To, Manage Copies, and Go To Source Tools A High-Level Overview of Workflows How to Use the Publish, Unpublish, and Cancel Approval Tools Using the I Like It and Tags & Notes Tools Empowering Users Through SharePoint 2010 Lists Differentiating Lists from Libraries Reviewing Several Common Lists Found in a Team Site Template Examining the Tools in an Announcements List Adding a Column in a List and Updating a List Item Creating a View in a List Summary Best Practices Chapter 20 Customizing and Managing Libraries and Lists to Meet Business Requirements Planning the List and Library Ecosystem Understanding the Range of List and Library Options Creating Lists and Libraries Making Basic Decisions About the List or Library Mastering the Library Tab from the Ribbon Creating and Managing Views Synching Content to SharePoint Workspace Connect to Office Options Connect to Outlook Export to Excel and Open with Explorer Buttons Modify Form Web Parts Tools Edit Library Tool Document Library Settings Page Tools Reviewed Versioning Settings Advanced Settings Examined from a Library Design Standpoint Validation Settings Column Default Value Settings Manage Item Scheduling Rating Settings Audience Targeting Metadata Navigation Per-Location View Settings Form Settings Tool Permissions and Management Tools for Lists and Libraries Delete This Document Library Save Document Library as Template Permissions for This Document Library Manage Files That Have No Checked-In Version Workflow Settings Document Sets Compared to Folders as Organizational Tools in Document Libraries Enabling Document Sets from Site Collection Features Content Organizer as a Document Routing Tool Summary Best Practices Chapter 21 Designing and Managing Pages and Sites for Knowledge Workers Understanding Site Collection Options Designing the Site and Site Collection Wireframe Creating a Site Collection Reviewing the Scope of an Existing Site Collection Controlling Who Can Create Sites Creating Pages and Sites Creating Pages Reviewing the Users and Permissions Tools Reviewing the Galleries Tools Reviewing the Site Administration Tools Reviewing the Look and Feel Tools Reviewing the Site Actions Tools An Overview of Site Collection Administration Tools Understanding and Using Site Variations Reviewing Site Features and Site Collection Features Audience Targeting Explained and Demonstrated Summary Best Practices Chapter 22 Managing Metadata and Content Types in SharePoint 2010 Effectively Using Metadata in Lists and Libraries Working with Metadata in a Word 2010 Document and Document Libraries Reviewing the Column Choices in SharePoint 2010 An Introduction and Practical Application of Calculated Columns Leveraging Validation Settings Enforcing Unique Values in Columns Differences in Multiple Lines of Text Columns in Libraries and Lists Working with Lookup Columns in Document Libraries Testing Enforce Relationship Behavior Setting Metadata Standards with Default Values Setting Default Values from the Settings Page Site Columns Practical Applications Content Types Practical Applications Considering the Dublin Core Content for Taxonomy Inspiration Creating and Using Managed Metadata Adding Managed Metadata in a List Content Type Syndication Hubs Metadata as a Navigation Aid Enabling the Developer’s Dashboard for Troubleshooting Summary Best Practices Chapter 23 Leveraging Social Networking Tools in SharePoint 2010 Reviewing the Components of a Healthy My Site Configuration High-Level Review of Steps Required to Create a New My Site Host High-Level Review of Steps Required to Create a New User Profile Service Application Reviewing the User Profile Service Application Settings Forefront Identity Manager’s Involvement in Synchronization Reviewing the Setup My Sites Link in the My Site Settings Section Reviewing Other Configuration Tools in the My Sites Settings Section Managing Social Notes and Tags Restricting User Access to and Creation of My Site Sites Mapping a SharePoint Profile Field to Active Directory User Profile Job Review Activity Feed Settings Components of My Sites Creating and Exploring a My Site Using Bookmarklets Summary Best Practices Chapter 24 Governing the SharePoint 2010 Ecosystem The Importance of Governance Creating the Governance Plan Reviewing the Vision and Scope Documents Visually Mapping the Governance Strategy Defining Governance Roles and Responsibilities Governing the Farm Governing Site Collections and Sites Records Management in SharePoint Records Declarations The Governance Cycle Summary Best Practices Part V Leveraging Office Applications with SharePoint Chapter 25 Using Office 2010 Applications with SharePoint 2010 Support for Earlier Versions of Office with SharePoint 2010 Using Office 2007 Applications with SharePoint 2010 The Basics of Saving a Word Document to a SharePoint Document Library Working with Backstage in Word 2010 Accessing SharePoint Templates from Word 2010 Creating Shortcuts to SharePoint 2010 Using the Connect to Office Tool to Create Shortcuts Manually Add a Shortcut to the SharePoint Sites Folder Manually Create a Network Location Shortcut Coauthoring Word 2010 and PowerPoint 2010 Documents Stored in SharePoint 2010 Using SharePoint Workspace with SharePoint 2010 Connecting SharePoint 2010 Content to Outlook 2010 Connecting Task Lists to Outlook 2010 Connecting Calendars to Outlook 2010 Creating Meeting Workspaces from Outlook 2007 and Outlook 2010 Modifying Outlook 2010 to Allow Creation of Meeting Workspaces Summary Best Practices Chapter 26 Extending SharePoint 2010 with Excel Services, Access Services, and Visio Graphics Services Working with Excel Data in SharePoint 2010 Getting to Know the Excel Services Service Application Managing the Excel Service Application Publishing to Excel Services Allowing Parameter Input in Excel Web Access Access Services Overview Creating an Access Web Database Site Visio Graphics Services Overview Summary Best Practices Chapter 27 Office Web Apps Integration with SharePoint 2010 Planning for Office Web Apps Use Server Prerequisites and Licensing Considerations Browser Support of Office Web Apps Planning to Support Multiple Versions of the Office Rich Client Mobile Device Support Installing and Configuring Office Web Apps for SharePoint 2010 Reviewing Central Administration Settings for the PowerPoint Service Application and Word Viewing Service Application Verifying the Site Collection Features Are Enabled for Office Web Apps Verifying the Settings in the Document Library Set the Default Open Behavior for Site Collections in Central Administration Testing Office Web Apps Functionality Testing Word Access via Office Web Apps Testing Excel Access via Office Web Apps Testing PowerPoint Access via Office Web Apps Testing OneNote Access via Office Web Apps Summary Best Practices Chapter 28 Out-of-the-Box Workflows and Designer 2010 Workflows Defining Workflows in the Business Environment Considering Alerts as Basic Workflows Reviewing the Workflow-Related Settings in Central Administration and Site Settings Reviewing the Site Settings Tools for Workflows Testing the Three-State Workflow An Overview of Other Standard Workflows Verifying the Web Application Settings for SharePoint Designer 2010 Use Downloading and Installing SharePoint Designer 2010 Creating a Reusable Workflow from SharePoint Designer 2010 Summary Best Practices Part VI Extending the SharePoint Environment Chapter 29 Application Development with SharePoint Designer 2010 and Visual Studio 2010 Deciding Whether Development Is Required to Meet Business Needs Planning the Development Project Evolutions in the SharePoint Platform for Developers Designer 2010 Enhancements Visual Studio 2010 Enhancements Considering SharePoint Designer 2010 for Development Common Development Tasks Creating a Workflow-Based Application in SharePoint Designer 2010 Testing the Workflow Extending the Capabilities of the Application Using Visual Studio 2010 with SharePoint 2010 Getting Started with Visual Studio 2010 Developing a Visual Web Part Packaging a Visual Web Part Summary Best Practices Chapter 30 Business Intelligence in SharePoint 2010 with PerformancePoint Services PerformancePoint Services Overview Getting Started with a PerformancePoint Service Application Understanding Dashboard Designer Creating Dashboards in Dashboard Designer Data Connections Defined KPIs Defined Indicators Defined Scorecards Defined Reports Defined Dashboards Defined Building a Sample Dashboard in Dashboard Designer Preparing the Data Sources Creating Data Connections Creating Key Performance Indicators Creating a Scorecard Creating a Report Creating a Dashboard Summary Best Practices Chapter 31 Business Intelligence in SharePoint 2010 with Business Connectivity Services External Content Types Options for Building BCS Entities Installing SharePoint Designer Preparing to Build External Content Types Defining the External Content Type Creating an External Content Type for a Related Item Consuming External Content Types External Lists External Data Writing to External Content Types Business Connectivity Services Web Parts Summary and Conclusion Best Practices

About the Author :
Michael Noel, MS-MVP, MCITP, is an internationally recognized technology expert, bestselling author, and well-known public speaker on a broad range of IT topics. He has authored 17 major industry books that have been translated into more than a dozen languages worldwide. Significant titles include SharePoint 2007 Unleashed, Exchange Server 2010 Unleashed, Windows Server 2008 R2 Unleashed, Forefront Unleashed, and many more. Currently a partner at Convergent Computing (www.cco.com) in the San Francisco Bay area, Michael’s writings and extensive public speaking experience across six continents leverage his real-world expertise helping organizations realize business value from information technology infrastructure.   Colin Spence, MCP, MCTS SharePoint, is a partner at Convergent Computing (www.cco.com) and has worked with SharePoint technologies for nearly a decade. He has worked with hundreds of clients architecting, implementing, configuring, and supporting SharePoint solutions that meet their unique business requirements. Colin has authored several bestselling books on SharePoint products for the Sams Publishing Unleashedseries, including SharePoint 2003, 2007, and now 2010. He contributes to numerous blogs and publications and speaks regularly on SharePoint technologies.