Essential SharePoint 2010: Overview, Governance, and Planning

The Only Book That’s Completely Focused on Maximizing the Business Value of SharePoint 2010 Solutions   Essential SharePoint® 2010 approaches Microsoft SharePoint Server 2010 from a strict business value perspective, explaining exactly how to plan and implement SharePoint solutions to achieve superior business results.   The authors are leading enterprise SharePoint consultants and draw on their unsurpassed experience to focus on the SharePoint features that offer the most real-world value. You’ll find practical advice about how to succeed with knowledge management, business intelligence, and process improvement, and how to derive value from new innovations such as social tagging and mashups.   The book includes comprehensive, “in the trenches” guidance on planning, architecture, governance, training, and other key issues most SharePoint books ignore. The authors identify success factors, intangibles, and “gotchas,” helping you systematically reduce project risk and time-to-value ratio. Learn how to Customize your best portal or collaboration strategy Sustain a portal for continual, measurable value Leverage the new community and social features in SharePoint 2010 Succeed with enterprise content management Streamline business processes with Workflow and Forms Choose the right roles for Web collaboration, search, and Microsoft Office Plan for secure external collaboration Migrate smoothly from SharePoint 2007 Train and communicate for a successful launch Whether you’re a business leader, IT manager, architect, analyst, developer, or consultant, this book will help you tightly align SharePoint projects with business strategy to deliver outstanding results.

Table of Contents:
Foreword xix Preface xxi Acknowledgments xxv About the Authors xxvii About the Contributors xxix Part I: Planning 1 Chapter 1: Getting Started 3 Reader’s Guide 4 Planning a Successful SharePoint Solution Strategy 5 Key Points 19 Chapter 2: Introduction to the SharePoint 2010 Platform 21 Microsoft’s Collaboration Evolution 23 Current Versions of SharePoint Products and Technologies 26 Microsoft SharePoint Server 2010 and Office 2010 27 SharePoint 2010: What’s New? 32 Comparing SharePoint Foundation to Microsoft SharePoint Server 2010 34 SharePoint: The File Share Killer 35 SharePoint: The Access and Excel Killer 45 Key Points 57 Chapter 3: SharePoint 2010: Architecture Fundamentals 61 Functional Overview 61 SharePoint Fundamentals 65 SharePoint Lists, Libraries, and Items 78 Pages 80 Navigation 81 Understanding SharePoint Administration 84 Physical Deployment Options 89 Key Points 94 Chapter 4: Planning for Governance 97 Why Is Governance Planning So Important? 97 How Do I Create a Governance Plan? 100 What Is in the Governance Plan? 100 Key Points 121 Chapter 5: Planning Your Information Architecture 123 Getting Started 125 Site Architecture 129 Page Architecture 135 Metadata Architecture 138 Maintaining Your Information Architecture 161 Key Points 161 Chapter 6: Making Enterprise Content Management Work: Documents and Records 163 Getting Started with ECM 164 What’s New for ECM in SharePoint 2010? 165 Document Management 167 Records Management 186 Key Points 199 Chapter 7: Getting Social: Leveraging Community Features 201 Getting Started: Developing a Strategy for SharePoint Community Features 202 Social Networking: Engaging People 217 Social Data: Enhancing Value with User Contributed Content 223 Social Sites: Providing a Structure for Collaborative Conversations 230 Key Points 237 Chapter 8: Planning Your Security Model 239 Overview of SharePoint Security Elements 240 Defining and Documenting SharePoint Security 252 Maintaining Your Security Model 263 Key Points 268 Chapter 9: Getting Ready to Launch: Planning for Training and Communications 271 Training 272 Communications 282 Key Points 289 Part II: Optimizing 291 Chapter 10: Making Search Work: Content, People, Data 293 Search as a Business Capability 293 Using Search 294 How SharePoint Search Works 300 Analyzing and Designing Search 303 Configuring Search 312 Monitoring and Enhancing Search 319 SharePoint 2010 Search: What’s New? Limitations? Flavors? 319 Key Points 322 Chapter 11: Making Business Processes Work: Workflow and Forms 325 Getting Started with Workflow 325 Workflow Terminology 327 Using the Provided Workflows 328 Creating Custom Workflows with SharePoint Designer 2010 338 Designing Workflows with Visio 2010 354 Using InfoPath 2010 to Create Electronic Forms 360 Key Points 371 Chapter 12: Putting Your Site on the Web 373 Why SharePoint for Internet-facing Web Sites? 374 Web Content Management: The Basics 375 Content Deployment: Key Terms and Architecture 380 What Has Improved in SharePoint 2010 Web Content Management? 382 Richer User Experience 383 Additional Features 385 Customizing the User Experience (UX) 389 Putting It All Together: A WCM Strategy 395 Key Points 397 Chapter 13: Making Business Intelligence Work 399 Getting Started with Business Intelligence 400 Which Presentation Tool Is Right for You? 405 Excel Services 406 PerformancePoint Services 411 Visio Services 414 Putting It All Together 415 Key Points 417 Chapter 14: Composite Applications with Business Connectivity Services 419 What Is a Composite Application? 420 Introducing Business Connectivity Services 420 BCS Components 421 Types of BCS Solutions 422 Getting Started with BCS 423 Using an External Data column 432 Building a Composite Application 432 Key Points 436 Chapter 15: Office 2010 Client Applications 439 What’s New in Office 2010? 440 Office Client Applications That Connect with SharePoint 2010 441 SharePoint Workspace: Taking a SharePoint Site Offline 444 Documents and Data Caching 450 Backstage 457 Other Clients: Office Web Applications and Office Mobile Applications 459 Key Points 462 Chapter 16: Planning for Disaster Recovery: Backing Up and Restoring 465 Disaster Recovery Planning 466 Backup and Restore Options 467 What’s Not Covered in a SharePoint Backup 484 Key Points 486 Part III: Migrating 487 Chapter 17: Planning Your Move from SharePoint 2007 to 2010 489 You’re Ready to Deploy SharePoint 2010: Now What? 489 Planning Your Upgrade 490 Upgrade and Migration Options 502 What Plan Is Best for You? 505 Upgrade Considerations 507 Key Points 511 Appendix A: SharePoint User Tasks 513 1. Create a New Team Site or Workspace 514 2. Create a List or Document Library 516 3. Apply Security to a Site or Workspace 518 4. Apply Security to Lists or Document Libraries 519 5. Create a View 521 6. Add Web Parts to a Page 523 7. Add Files to a Document Library 525 8. Save a File from Office to SharePoint 527 9. Add Metadata and Standardized Document Templates to a Document Library for Better Content Tagging 529 10. Recover a Document from the Recycle Bin 531 11. Building and Contributing to a Blog 532 12. Build a Wiki 534 13. Expose List Data as an RSS Feed 535 14. Sign In as a Different User 536 15. Enhance a Site’s Navigation 537 16. Work with a Document Offline 539 17. Document Routing 540 18. Filter and Target List Content Using an Audience 543 19. Find Content by Using Search 544 20. Manage “My” Information 544 21. Create a List of Key Performance Indicators 546 22. Make Use of Business Data 547 23. Publish an Excel Workbook for Web Rendering 550 24. Publish an InfoPath Form for Web Rendering 552 Key Points 552 Index 555