SharePoint 2013 Unleashed: (Unleashed)

Buy the print SharePoint 2013 Unleashed and get the eBook version for free! See inside the book for access code and details. ¿ SharePoint 2013 Unleashed is the most complete, practical resource for¿all administrators, managers, architects, users, and developers to make the most of Microsoft’s powerful new SharePoint 2013 platform. ¿ Drawing on their experience implementing SharePoint solutions in hundreds of organizations, Michael Noel and Colin Spence focus on what administrators and knowledge workers really need to know to effectively design, implement, configure, and use SharePoint 2013. They fully address key SharePoint 2013 innovations such as PowerShell scripting to automate administration and farm provisioning; better virtualization support; improved security and authentication; new business intelligence tools, social networking improvements; enhanced lists; libraries; metadata; and more. ¿ Step by step, through easy-to-understand examples, they help you streamline administration, optimize performance, control cost, and implement high-value solutions for collaboration, document and web content management, and business intelligence. ¿ Detailed information on how to… ¿ Optimize your SharePoint 2013 design/deployment plan, right-size your server farm(s), and improve scalability ¿ Reduce costs by virtualizing your SharePoint environment and automating farm deployment ¿ Optimize search with metadata, content types, and taxonomies ¿ Streamline management with PowerShell and the SharePoint Central Administration tool ¿ Efficiently monitor, back up, and restore SharePoint environments ¿ Understand new Shredded Storage capabilities and new Service Applications built into the infrastructure layer of SharePoint ¿ Deploy SharePoint’s improved social networking features, including microblogging ¿ Deploy SharePoint as an extranet using various external authentication providers ¿ Use powerful out-of-the-box workflows—and create your own with SharePoint Designer 2013 and Visual Studio 2013 ¿ Build Business Intelligence solutions with PerformancePoint and Business Connectivity Services ¿

Table of Contents:
Introduction     1 Part I Planning for and Deploying SharePoint Server 2013 1. Introducing SharePoint 2013     5 Understanding the Capabilities of SharePoint 2013     6 Using SharePoint for Collaboration and Document Management     10 Outlining Improvements in SharePoint 2013     13 Securing SharePoint 2013 with New Security Enhancements     18 Leveraging Metadata and Content Types     19 Social Networking Tool Advances     20 Working with Office Web Apps     21 Creating Powerful and Flexible Workflows     22 Developing Applications Using Visual Studio     22 Leveraging Business Intelligence Tools in SharePoint 2013     23 Governing the SharePoint Environment     23 Summary     24 Best Practices     24 2. Architecting a SharePoint 2013 Deployment     27 Understanding the SharePoint Server Roles     28 Understanding the Reasons for Deploying Multiple Farms     34 Choosing the Right Hardware for SharePoint     37 Determining Optimal Operating System Configuration     39 Planning for Database and Additional Software     39 Examining Real-World SharePoint 2013 Deployments    41 Addressing Common Business Issues with SharePoint Features     46 Deploying a Team Collaboration Solution with SharePoint     49 Deploying a Corporate Intranet Solution with SharePoint     51 Deploying a Customer Extranet Solution with SharePoint     54 Summary     57 Best Practices     57 3. Installing a Simple SharePoint Server 2013 Farm     59 Examining SharePoint Installation Prerequisites     59 Installing the SharePoint Server Operating System     63 Installing SQL Server 2012     63 Installing Microsoft SharePoint Server 2013     68 Summary     74 Best Practices     74 4. Advanced SharePoint 2013 Installation and Scalability     77 Creating an Installation Checklist    77 Installing SharePoint 2013 Using PowerShell     80 Understanding Scalability for SharePoint     96 Scaling Logical SharePoint Components     97 Summary     98 Best Practices     98 5. Migrating from SharePoint 2010 to SharePoint 2013     101 Understanding Key Differences in the SharePoint 2013 Upgrade Process     101 Content Considerations     104 Planning for an Upgrade to SharePoint 2013     106 Performing a Database-Attach Upgrade     108 Performing a Site Collection Upgrade     109 Performing a Service Application Upgrade     111 SharePoint 2010 (14) Mode and 2013 (15) Mode     123 Summary     123 Best Practices     123 Part II Administering and Maintaining SharePoint Server 2013 6. Managing and Administering SharePoint 2013 Infrastructure     125 Operations Management with the SharePoint Central Administration Tool     125 Administering Site Collections and Sites     156 Using Additional Administration Tools for SharePoint     157 Summary     160 Best Practices     160 7. Leveraging PowerShell for Command-Line SharePoint Administration and Automation 161 Understanding Windows PowerShell     162 SharePoint Administration with PowerShell     170 Using Scripts to Automate SharePoint Administration     179 Understanding Advanced PowerShell Topics     187 Beyond Built-In SharePoint PowerShell Cmdlets     188 Tools for PowerAdmins     195 Summary     196 Best Practices     196 8. Leveraging and Optimizing Search in SharePoint 2013     197 Outlining the Capabilities of SharePoint 2013 Search     197 SharePoint 2013 Search Architecture     199 Deploying a Native SharePoint 2013 Search Service Application     200 Capturing Content     202 Summary     214 Best Practices     214 9. Managing and Maintaining SQL Server in a SharePoint Environment      217 Monitoring SQL Server in a SharePoint Environment     218 Maintaining SQL Server in a SharePoint Environment     230 Managing SharePoint Content Databases     238 Externalizing BLOB Storage in SharePoint 2013     247 Summary     256 Best Practices     256 10. Backing Up and Restoring a SharePoint Environment     259 Backing Up and Recovering SharePoint Components     259 Using the Recycle Bin for Recovery     261 Using SharePoint Central Administration for Backup and Restore     263 Performing Granular Backup Using the SharePoint Central Administration     266 Restoring SharePoint Using SharePoint Central Administration     270 Using SharePoint 2013 Management PowerShell for Backup and Restore     274 Backing Up Internet Information Services v7 Configuration     279 SQL Backup Tools     280 Summary     283 Best Practices     284 11. Monitoring a SharePoint 2013 Environment     285 Using the SharePoint Health Analyzer     286 Using SharePoint Native Reporting Capabilities     291 Understanding Timer Jobs for SharePoint 2013     293 Using System Center Operations Manager to Simplify Management of SharePoint 2013     295 Establishing Maintenance Schedules for SharePoint     298 Summary     304 Best Practices     305 Part III Securing, Protecting, and Optimizing SharePoint Architecture 12. Virtualizing SharePoint Components     307 Microsoft’s Virtualization Support Story     307 Virtualization Infrastructure Requirements and Recommendations     308 Software Recommendations and Licensing Notes     310 Virtualization of SharePoint Roles     311 Exploring Sample Virtualized SharePoint 2013 Architecture     314 Virtual Machine Management with System Center Virtual Machine Manager     317 Summary     322 Best Practices     322 13. Deploying SharePoint for Extranets and Alternative Authentication Scenarios     325 Outlining Common Extranet Scenarios and Topologies      326 Configuring Google as an Identity Provider in Azure Access Control Services     333 Enabling Facebook Authentication to Azure Control Services     347 Summary    353 Best Practices     353 14. Protecting SharePoint with Advanced Edge Security Solutions     355 Understanding the Forefront Edge Line of Products     356 Outlining the Need for the Forefront Edge Line for SharePoint Environments     357 Outlining the Inherent Threat in SharePoint Web Traffic     360 Securing SharePoint Sites with Forefront TMG 2010     362 Securing SharePoint Sites Using Forefront UAG     371 Summary     373 Best Practices     374 15. Implementing and Validating SharePoint Security     375 Understanding SharePoint Infrastructure Security     376 Identifying Isolation Approaches to SharePoint Security     381 Physically Securing SharePoint Servers     382 Securing SharePoint’s SQL Server Installation     384 Utilizing Security Templates to Secure a SharePoint Server     386 Deploying Transport-Level Security for SharePoint     386 Examining Integration Points between SharePoint and Public Key Infrastructure     387 Using IPsec for Internal SharePoint Encryption     389 Summary     396 Best Practices     396 16. Configuring Email-Enabled Content, Site Mailboxes, and Exchange Server Integration     399 Enabling Incoming Email Functionality in SharePoint     400 Working with Email-Enabled Content in SharePoint 2013     404 Enabling Site Mailbox Functionality in SharePoint 2013     406 Enabling Presence Information in SharePoint with Lync Server 2013     413 Summary     415 Best Practices     416 17. Safeguarding Confidential Data in SharePoint 2013     417 Understanding the Problem     418 Using SQL Transparent Data Encryption (TDE)     429 Enabling TDE for SharePoint Content Databases     431 Using AD RMS for SharePoint Document Libraries     436 Summary     444 Best Practices     444 Part IV Using SharePoint 2013 Technologies for Collaboration and Document Management 18. SharePoint Foundation Versus SharePoint Server 2013      445 Clarifying the Different SharePoint Products from a High Level      445 Feature Comparison Between SharePoint Foundation 2013 and SharePoint Server 2013 for Farm Administrators     451 Summary     471 Best Practices     472 19. Using Libraries and Lists in SharePoint 2013      475 Empowering Users Through SharePoint 2010 Libraries     476 Working with the Other Standard Tools in a Document Library     484 Empowering Users Through SharePoint 2010 Lists     507 Summary     518 Best Practices     518 20. Customizing and Managing Libraries and Lists to Meet Business Requirements     521 Planning the List and Library Ecosystem     521 Creating Lists and Libraries     526 Mastering the Library Tab on the Ribbon     532 Document Library Settings Tools Reviewed     542 Permissions and Management Tools for Lists and Libraries     556 Document Sets Compared to Folders as Organizational Tools in Document Libraries     562 Content Organizer as a Document Routing Tool     565 Summary     569 Best Practices     570 21. Designing and Managing Pages and Sites for Knowledge Workers     571 Understanding Site Collection Options     572 Creating a Site Collection     581 Reviewing the Scope of an Existing Site Collection     583 Controlling Who Can Create Sites     586 Creating Pages and Sites     588 Reviewing the Users and Permissions Tools     596 Reviewing the Galleries Tools     605 Reviewing the Site Administration Tools     607 Understanding the Search Tools     610 Reviewing the Look and Feel Tools     612 Reviewing the Site Actions Tools     617 An Overview of Site Collection Administration Tools     618 Reviewing Site Features and Site Collection Features     623 Summary     631 Best Practices     631 22. Managing Metadata and Content Types in SharePoint 2013     633 Effectively Using Metadata in Lists and Libraries     633 Working with Metadata in a Word Document and Document Libraries     634 Reviewing the Column Choices in SharePoint 2013     639 Differences in Multiple Lines of Text Columns in Libraries and Lists     647 Working with Lookup Columns in Document Libraries     649 Setting Metadata Standards with Default Values     657 Site Columns Practical Applications     659 Content Types Practical Applications     663 Creating and Using Managed Metadata     668 Content Type Syndication Hubs      674 Metadata as a Navigation Aid     674 Summary     678 Best Practices     678 23. Leveraging Social Networking Tools in SharePoint 2013     681 Creating and Exploring Personal Sites     682 Restricting User Access to and Creation of My Site Sites     699 Community Sites Explored     702 Summary     706 Best Practices     706 24. Governing the SharePoint 2013 Ecosystem     709 The Importance of Governance     710 Creating the Governance Plan     711 Governing the Farm     716 Governing Site Collections and Sites     721 Records Management in SharePoint     724 The Governance Cycle     725 Summary     726 Best Practices     726 Part V Leveraging Office Applications with SharePoint 25. Using Word, Excel, PowerPoint with SharePoint 2013     729 Support for Earlier Versions of Office with SharePoint 2013     730 Using Word 2013 with SharePoint 2013     730 Working with Document Versions in Word 2013     736 Creating Shortcuts to SharePoint 2013     738 Coauthoring Word 2013 Documents Stored in SharePoint 2013     740 Using Microsoft SkyDrive Pro with SharePoint 2013     743 Connecting SharePoint 2013 Content to Outlook 2013     749 Summary     752 Best Practices     752 26. Extending SharePoint 2013 with Excel Services, Visio Graphics Services, and Access Services     755 Working with Excel Data in SharePoint 2013     756 Getting to Know the Excel Services Service Application     757 Publishing to Excel Services     762 Visio Graphics Service Overview     773 Access Services Overview     776 Summary     777 Best Practices     777 27. Office Web Apps 2013 Integration with SharePoint 2013     779 Planning for Office Web Apps 2013 Use     780 Installing and Configuring Office Web Apps 2013     786 Testing OWA 2013 Functionality     794 Summary     799 Best Practices     799 28. Out-of-the-Box Workflows and Designer 2013 Workflows     801 Defining Workflows in the Business Environment     802 Reviewing the Workflow-Related Settings in Central Administration and Site Settings     805 Testing the Three-State Workflow     811 An Overview of Other Standard Workflows     818 Verifying the Web Application Settings for SharePoint Designer 2013 Use     819 Downloading and Installing SharePoint Designer 2013     820 Creating a Reusable Workflow from SharePoint Designer 2013     821 Summary     826 Best Practices     827 Part VI Extending the SharePoint Environment 29. Application Development with SharePoint Designer 2013 and Visual Studio 2012     829 Deciding If Development Is Required to Meet Business Needs     829 Evolution in the SharePoint Platform for Developers     832 Considering SharePoint Designer 2013 for Development     835 Creating a Workflow-Based Application in SharePoint Designer 2013     836 Using Visual Studio 2012 with SharePoint 2013     847 Developing a SharePoint 2013 App     849 Summary     869 Best Practices     869 30. Business Intelligence in SharePoint 2013 with PerformancePoint Services     871 PerformancePoint Services Overview     872 What’s New in PerformancePoint 2013     873 Getting Started with a PerformancePoint Service Application     874 Summary     900 Best Practices     900 31. Business Intelligence in SharePoint 2013 with Business Connectivity Services     903 A Brief Introduction to BCS Development     904 Consuming External Content Types     915 Writing to External Content Types     919 Business Connectivity Services Web Parts     923 Summary     929 Best Practices     929 Index     931  

About the Author :
Michael Noel, 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 several major industry books that have been translated into more than a dozen languages worldwide. Currently a partner at Convergent Computing ( www.cco.com) in the San Francisco Bay Area, Michael’s writings and extensive public speaking experience across all seven 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 manages the SharePoint practice for the organization. He has worked with SharePoint technologies for more than a decade and 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 Unleashed series, including SharePoint 2003,2007, 2010, and now 2013. He presents regularly on SharePoint technologies, and frequently writes white papers and articles for a wide range of clients.