Written by a four-time SharePoint MVP, this book examines the differences between SharePoint Foundation (SPF) and SharePoint Server (SPS). Appropriate for consultants and IT professionals who need to understand how to plan, implement, and configure SharePoint, administrators and the support team that must know how to manage SharePoint, IT managers and project leaders, it assumes no previous knowledge of SharePoint. The version adds full integration support for Microsoft Office 2010 and Visio 2010, Microsoft’s new FAST search, and mobile and Groove client support.
Table of Contents:
INTRODUCTION xv
CHAPTER 1: INTRODUCTION TO MICROSOFT SHAREPOINT 2010 1
What Is SharePoint? 2
The History of SharePoint 5
Differences between SharePoint Foundation and SharePoint Server 7
SharePoint Foundation 7
SharePoint Server 2010 8
What You Need to Run SharePoint 2010 9
Software Requirements 9
Hardware Requirements 11
Building a Test Environment 11
Integrating with Microsoft Office 12
Built-In Features of SharePoint 17
Alerts 17
RSS (Really Simple Syndication) 17
File and Document Management 18
Project Management 20
Managing Meetings 21
Keeping Your Organization Updated 23
Benefits of a SharePoint Intranet 23
Understanding a Typical Intranet 25
Finding Your Information Faster in SharePoint Server 27
What File Types Can You Search? 28
What Types of Search Can You Perform? 29
Accessing SharePoint over the Internet 30
How You Do It 30
Allowing External Partners Access 31
Creating Local User Accounts for External Users 32
CHAPTER 2: BUILDING SHAREPOINT FOUNDATION SITES 37
Defining SharePoint Websites 39
Comparing SharePoint Foundation and SharePoint Server Sites 40
What Is a SharePoint Site? 40
Lists and Libraries 42
Managing Site Templates 47
Creating Customized Site Templates 50
Site Definitions 53
Granting Site Permissions 56
SharePoint Groups 56
Permissions for Lists and Items 57
Managing Meeting Workspaces 60
Creating a Meeting Workspace 60
Managing Repetitive Meetings 64
Meeting Workspace Security 65
Working with Blog Sites 65
Creating a Blog Site 66
Managing a Blog Site 68
Managing Blog Permissions 73
CHAPTER 3: OFFICE INTEGRATION 79
Comparing Office Editions 80
Office 2010 Integration 81
Office 2007 Integration 85
Office 2003 Integration 86
Older Office and Non-Microsoft Desktop Applications 87
Managing Document Libraries 88
Different Types of Libraries 89
Version History for List Items 89
Using Document Metadata and Tagging 91
Managing List Views 104
Working with Datasheet Views 108
Site Columns and Content Types 111
Setting Document Policies and Auditing 116
Managing Document IDs and Document Sets 120
Managing In-Place Records 124
Document Management with Office 2010 127
Metadata and Tagging in Office 2010 127
Adding Paths to SharePoint Libraries 129
CHAPTER 4: CONTENT MANAGEMENT IN SHAREPOINT 2010 135
What Is Content Management? 136
Why Content Management? 137
Important CM Features 138
Web Content Management 139
Enterprise Content Management 140
Social Computing and Web 2.0 141
Managing Content Offline 146
Enhancements in Web Content Management 154
Comparing MOSS and SharePoint Server 2010 154
Differences Between SharePoint Foundation and SharePoint Server 156
Building Blocks for a Portal 156
Support for Multilingual Sites 167
CHAPTER 5: MANAGING MY SITES 173
Getting to Know My Site 174
Understanding the Purpose of Personal Sites 174
Introducing New and Enhanced Features of My Site 175
Working with My Site 176
Creating My Site 176
Understanding the Basic Features of My Site 183
Extending and Personalizing My Site 187
Creating Rollups for Documents and Sites 191
Managing Access Control to My Sites 193
Discovering the Hub for Interacting with People 195
Managing Personal Profiles 195
Understanding Social Tagging 198
Viewing Status Updates and Activities 199
Working with Bookmarks 199
Using the Note Board 200
CHAPTER 6: SHAREPOINT ADMINISTRATION 203
Setting Up for Administration 203
Controlling What Users Can Do in SharePoint 204
The Different Types of Administrators 204
Setting Permission Levels 208
Assigning Permissions to Users and Groups 210
Working with SharePoint Groups 211
Viewing Existing Permissions 213
Managing Templates, Lists, and Libraries 215
Creating a List Template 215
Copying List and Library Templates 217
Using a Site Template 218
Copying Lists and Libraries 219
Searching and Indexing with SharePoint Server 221
Understanding Search and Indexing 222
Indexing New Content Sources 227
Indexing PDF and Other File Formats 228
Managing Search Scopes 231
Customizing Search Features 235
FAST Search Server 2010 for SharePoint 242
Managing Audience Targeting 246
Protecting SharePoint from Viruses 250
Finding Antivirus Products 250
Configuring the SharePoint Antivirus Feature 250
Using Command-Based Management Tools 251
Performing Typical Administrative Tasks with STSADM 251
Using PowerShell with SharePoint 2010 255
Typical Administrative Tasks with PowerShell 257
CHAPTER 7: BUILDING INTRANETS AND INTERNET PORTALS 263
Intranet Portals 264
Analyzing the Needs 264
Building an Intranet Based on SharePoint Foundation 266
Building an Intranet Based on SharePoint Server 272
Internet Portals 279
The Challenge of Public Websites 280
Managing Web Content 280
Installing a Public Website 284
Extranet Portals 292
Configuring an Extranet 293
Managing the Security of Public Websites 294
Avoiding Threats When Accessing Sites Over the Internet 294
Using Microsoft TMG Firewall 295
Configuring Web Zones for Public Sites 296
Protecting the Extranet with SSL 297
CHAPTER 8: CUSTOMIZING SHAREPOINT 2010 301
Making Different Types of Customizations 302
Customizing a Site’s Look and Feel Using the Web Browser 302
Customizing with Web Parts 303
Customizing Using SharePoint Designer 2010 305
Customizing Basic Features 305
Customizing the Logo, Name, and Description 305
Managing Global Navigation 307
Managing Quick Launch 310
Customizing with Themes 311
Using Web Parts 314
SharePoint Web Parts 315
Web Parts with Visual Studio 2010 319
Finding Third-Party Web Parts 324
Client-Side Scripts in SharePoint 325
Using ECMAScript — Client Object Model 325
Using JavaScript in SharePoint 327
Using jQuery in SharePoint 328
CHAPTER 9: USING SHAREPOINT DESIGNER 2010 333
Introduction to SharePoint Designer 2010 334
SharePoint Designer 2007 Comparison 335
The History of SharePoint Designer 335
What You Can Do with SharePoint Designer 335
SharePoint Lists 338
The XSLT List View Web Part 341
The Data View Web Part 343
External Lists 347
Managing Master Pages 351
Managing Page Layout Files 354
Managing CSS 355
Using Workflows 360
CHAPTER 10: BACKUP AND RESTORE 365
Protecting SharePoint Content 365
What Needs to be Protected? 366
Backup Options 368
Backup Procedures 373
Backing Up a Single Site 373
Backing Up a Site Collection 375
Backing Up a Complete Farm 376
Restore Procedures 378
Restoring Single Items and Lists 378
Restoring a Single Site 380
Restoring a Site Collection 381
Unattached Content Database Data Recovery 383
Restoring a Complete Farm 384
Restoring a Specific Server Role 386
Recovering a SQL Server 387
Making a Backup Plan 388
Commercial Backup Tools 390
AvePoint Tools 390
Microsoft Data Protection Manager 2010 390
APPENDIX A: INSTALLING SHAREPOINT FOUNDATION 2010 395
APPENDIX B: CONFIGURING SHAREPOINT FOUNDATION 2010 443
APPENDIX C: INSTALLING MICROSOFT SHAREPOINT SERVER 2010 517
APPENDIX D: CONFIGURING SHAREPOINT SERVER 2010 577
INDEX 627
About the Author :
Göran Husman is a senior consultant at Human Data, where he focuses on information management and e-mail systems. He is a SharePoint MVP and teaches organizations how to best use the platform.
Christian Ståhl is a senior SharePoint consultant at Human Data and a certified Microsoft SharePoint Trainer who specializes in building public facing Internet sites.
Göran Husman is a senior consultant at Human Data, where he focuses on information management and e-mail systems. He is a SharePoint MVP and teaches organizations how to best use the platform.
Christian Ståhl is a senior SharePoint consultant at Human Data and a certified Microsoft SharePoint Trainer who specializes in building public facing Internet sites.
