About the Book
This is your most concise, practical reference to deploying, configuring, and running SharePoint 2013. Perfect for admins at all levels, it covers both technical topics and business solutions. SharePoint MVP Ben Curry focuses on the crucial step-by-step information for performing day-to-day tasks quickly, reliably, and well. No obscure settings, abstract theory, or hype…just help you can really trust—and really use!
Install SharePoint Server 2013
Configure farms and databases
Create and extend web applications
Set up and scale service applications
Deploy and manage sites/collections
Implement BI solutions
Integrate Excel Services and PowerPivot
Configure enterprise content types and metadata
Deploy Enterprise Search
Manage documents and web content
Brand your site
Deliver social tools, including microblogging
Back up and restore
Table of Contents:
Introduction 1
Who Is This Book For? 1
How Is This Book Organized? 2
PART I: DEPLOYING
1 Installing SharePoint Server 2013 5
Preparing for Installation 7
Farm Topologies 13
Installing the First SharePoint Foundation 2013 Server in the Farm 18
Installing the First SharePoint Server 2013 Server in the Farm 31
Post-Installation Configuration 39
Advanced Installation Options 49
2 Configuring Farm Operations 55
Introducing Central Administration 55
System Settings 62
Database Management 77
Configuring Send to Connections 87
3 Creating Web Applications and Content Databases 91
Web Application Architecture 92
Creating and Managing Content Databases 96
Creating and Extending Web Applications 101
Configuring and Managing Web Applications 117
Alternate Access Mappings 129
4 Creating and Configuring Service Applications 135
Service Application Architecture 136
Managing Service Applications 139
Deploying Service Applications 141
5 Scaling Web and Service Applications 179
Server Roles 180
Preparing for Scaling Out to a Server Farm 181
Scaling Farms with Server and Storage Groups 188
Scaling Web Applications 191
Scaling System Services and Service Applications 201
6 Deploying Sites and Site Collections 213
Site Creation Modes 213
Site Collections and Content Databases 219
Creating Site Collections 221
Site Collection Security 227
7 Deploying Business Intelligence Technologies 241
Business Intelligence Components 241
Business Intelligence Considerations 242
Business Intelligence Setup 244
Excel Services 246
PART II: CONFIGURING
8 Configuring Enterprise Content Types and Metadata 277
Understanding Enterprise Content Management 277
Configuring Managed Metadata Services 280
Understanding Managed Taxonomies, Folksonomies, and Term Sets 292
Understanding Enterprise Content Types 302
Consuming Metadata 305
9 Configuring Document Management 315
Managing Documents in SharePoint 2013 316
Document IDs and Sets 320
List and Library Relationships 326
Document Version Control 330
Workflows 333
Inbound Email 334
The Document Center 337
Content Organizer and Send To Functionality 340
Records Management 345
In-Place Records Management 352
The Records Center 356
eDiscovery in SharePoint Server 2013 362
10 Enterprise Search 365
Design Considerations 365
Deploying the First Search Server in the Farm 374
Scaling Search to Multiple Servers 379
Configuring the Search Service Application 391
11 Web Content Management 423
Understanding the Publishing Infrastructure 423
12 Branding in SharePoint 2013 441
Branding Levels 441
Composed Looks 443
Design Manager 446
Image Renditions 461
Managed Metadata Navigation 466
Minimal Download Strategy 467
13 Configuring the Social Experience 469
Social Architecture 469
User Profile Service 470
Enabling Social Features for Users and Groups 490
My Sites 495
PART III: OPERATING
14 Backing Up and Restoring SharePoint Server 2013 509
SharePoint Farm Backup and Recovery 510
Service and Web Application Backup and Restore 524
Granular Backup and Restore 526
15 Managing Apps and Solutions 533
Managing Apps 534
Installing and Configuring Web Parts 548
Installing and Configuring Features 560
Managing Solutions 568
16 Configuring Sites and Site Collections 585
Site Settings 585
Creating and Managing List and Library Apps 594
Navigation and Promoted Links 616
17 Upgrading from SharePoint Server 2010 623
Planning and Preparing 625
Database Attach Upgrades 639
Upgrading Sites and Site Collections 644
Upgrading My Sites 651
Index 653
About the Author :
Ben Curry (CISSP, MVP, MCP, MCT) is an author and enterprise architect specializing in knowledge management, BPM, ECM, and collaborative technologies. Ben is a founding Partner at Summit 7 Systems, a company focused on the next generation of Microsoft products, and has been awarded the Most Valuable Professional (MVP) by Microsoft six years in a row.
Ben’s philosophy is that the best solutions are inspired by the best ideas, and he encourages his team to continuously generate and share ideas. His numerous publications embody his philosophy. Ben enjoys sharing his ideas as an instructor, both in the IT world and in the marine world. Ben is a Master Scuba Diver Trainer with a passion for diving and spearfishing.
Ben’s other life passions include driving his Shelby around the countryside in his hometown of Huntsville, Alabama, and coaching his daughter’s softball team. Ben is happily married to Kimberly and is the proud father of their children, Madison and Bryce.
About the Coauthors:
Jason Batchelor (MCP) is an information architect and technology strategist who works to bring a balanced approach toward successful system deployments. Jason has been able to leverage core technology strengths in the areas of knowledge management, collaboration technologies, and enterprise content management toward the creation and implementation of successful system designs ranging from large and small enterprises to local and state governments. Jason is a senior consultant and the manager of Professional Services at Summit 7 Systems, a company focused on the next generation of Microsoft products. Jason has more than 11 years of experience in information system design and information architecture. Understanding the balanced need between technology and business, Jason has been instrumental in efforts utilizing SharePoint as a foundation for business process automation and reengineering through the use of tools such as Lean and Six Sigma. Outside of his professional passions, Jason enjoys coaching both high school and travel soccer in his hometown of Madison, Alabama, where he lives with wife, Patricia, and their three children, Zachary, Caila, and Jacob. Jason is a graduate of the University of Alabama in Huntsville where he obtained both his BSBA and MS in management information systems.
Jay Simcox (MCSE Security, MCTS, MCITP) is a respected IT professional and educator with more than 12 years of information technology experience. Jay is a manager and senior consultant with Summit 7 Systems, where his background in network and systems administration, SharePoint architecture and administration, and end user support and training are utilized by government agencies seeking to make better use of the tools they are provided. Jay holds an A.A.S. in network engineering and a B.S. in management information systems; he has five years of instructional experience related to information technology. He is a native of Havelock, North Carolina, and currently lives in Huntsville, Alabama, with his beautiful wife, Anna, and their two children, Joey and Allyson. In his spare time Jay enjoys playing golf, reading, and supporting University of North Carolina Tar Heel basketball.
Shane King (CISSP, MCTS) is a senior consultant with Summit 7 Systems, specializing in the strategy, design, and implementation of business critical information systems. He has more than 14 years of experience in aerospace and systems engineering, which allows him to bring a holistic approach to solution design and solving business problems. Shane completed his masters of accountancy (MAcc) in December 2008 and is a part-time instructor, teaching accounting information systems and business process management. Shane is a native of Huntsville, Alabama, where he enjoys spending his time off-roading in his Jeep and volunteers as a karate instructor, teaching young adults and youth self-defense. Shane is a loving father to his three children, Noah, Evie, and Blake.
Jason Cribbet (MCPD and MCITP) is a senior developer at Summit 7 Systems, with more than 12 years of information technology experience serving commercial, government, and nonprofit organizations. Jason has developed within the Microsoft technology stack since the early days of the .NET framework and has been working with SharePoint-related technologies since 2007. He is a graduate of the University of Central Florida with a B.S. in computer engineering. A native of South Florida, Jason lives in Huntsville, Alabama, with his wife, Lori, and their three children, Ellie, Alexa, and Jason.
Joy Curry is an information technologist who has spent more than 5 years working with Microsoft SharePoint. She comes from a government contracting background where she was responsible for both SharePoint 2007 and SharePoint 2010 farms. Her experience includes all aspects of creating SharePoint-based solutions, from determining initial vision with senior stakeholders, through requirements, design, and finally, implementation. Joy has also spent considerable time doing internal training of critical users as well as working with executive and senior management to realize their goals for SharePoint. When not working with SharePoint, Joy enjoys hiking and offroading with her husband, James, and their two spoiled dogs.
