COPYRIGHTED MATERIAL. Contents at a Glance

Transcription

1 Contents at a Glance Introduction xxiii Chapter 1 Planning the Logical Architecture 1 Chapter 2 Designing the Physical Architecture 47 Chapter 3 Integrating SharePoint with the Network Infrastructure 127 Chapter 4 Planning for Farm Deployment 173 Chapter 5 Planning the Security Architecture 199 Chapter 6 Designing an Operations Strategy 243 Chapter 7 Designing a Strategy for Business Continuity 293 Chapter 8 Planning Service Applications 339 Chapter 9 Planning a SharePoint Component Strategy 371 Chapter 10 Planning Search Solutions 409 Chapter 11 Planning Business Management Strategies 445 Chapter 12 Planning an Upgrade and Migration Strategy 513 Appendix A Microsoft s Certification Program 557 Appendix B About the Companion CD 565 Glossary 569 Index 579 COPYRIGHTED MATERIAL

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3 Contents Introduction xxiii Chapter 1 Planning the Logical Architecture 1 SharePoint Editions and Features 2 SharePoint Defined 3 SharePoint Editions 6 Features by Edition 7 Understanding the SharePoint Logical Architecture 13 The Server Farm 14 Site Collections and Sites 20 Designing a Logical Taxonomy 38 Building a Business Team 40 Preparing Questions 41 Defining Business Requirements 42 Defining the Budget 44 Documenting Everything 44 Summary 45 Exam Essentials 46 Chapter 2 Designing the Physical Architecture 47 Translating the Logical to the Physical Architecture 48 Server Requirements 49 Supporting Components 55 Business Context 117 Mapping Logical Design to Physical Specifications 118 Documenting the Design 118 Capacity Planning 119 Storage 119 Bandwidth 124 Processing 125 Forecasting Deployment Architecture Growth 125 Summary 126 Exam Essentials 126 Chapter 3 Integrating SharePoint with the Network Infrastructure 127 Planning Farm Communications 128 Internal Farm Communications 129 External Farm Communications 129 Content Deployment Paths 131

4 xii Contents Network Protocols: A Summary 132 The OSI Model 133 Networking Hardware 140 Physical Layer Protocols 152 Communications Protocols 153 Network Services 166 IP Addressing 166 DNS 168 Active Directory Domain Services (AD DS) 170 Internet Information Services (IIS) 170 SQL Server 171 Summary 171 Exam Essentials 172 Chapter 4 Planning for Farm Deployment 173 Planning Farm Deployment 174 Sequential Deployments 175 Standalone Deployments 177 Single-Server Farm Deployments 177 Multiserver Farm Deployments 178 Designing a Virtual Environment 181 Installing a Single-Server Farm 182 Installing Windows Server 183 Applying Updates 187 Installing SQL Server 2008 R2 188 Installing Microsoft Office Installing SharePoint Server 2010 Enterprise 191 Configuring SharePoint Server Planning for Sandbox Solutions 196 Summary 197 Exam Essentials 197 Chapter 5 Planning the Security Architecture 199 Planning Authentication Methods 200 Authentication Explored 201 Integrated Windows Authentication 209 Claims-Based Authentication 213 Secure Store Service 217 Planning for Secure Sites 218 Planning Secure Authentication 218 Planning a Secure Authorization Environment 221 Designing Authorization 223 Security Levels 223

5 Contents xiii Taxonomy of SharePoint Groups 227 Permission Levels 229 Planning Web Application Security 231 WebApp Site Collection Security 231 Managed Accounts 239 Planning Code Access Security 241 Summary 241 Exam Essentials 242 Chapter 6 Designing an Operations Strategy 243 Designing a Maintenance Strategy 245 Patch Management 245 Ongoing Maintenance Tasks 261 Planning a Monitoring Strategy 272 Monitoring the SharePoint Installation 272 Performance Monitoring 274 Logging 284 SharePoint Health Analyzer 287 Developing Provisioning Strategies 290 Summary 291 Exam Essentials 291 Chapter 7 Designing a Strategy for Business Continuity 293 Designing Availability 295 Redundancy Servers 295 Recovery Strategies 297 Implementation Plans 300 Planning a Scaling Strategy 301 Scaling Up 302 Scaling Out 303 Choosing to Scale Up or Out 305 Using Virtualization 306 Designing Recovery Strategies 314 Backup Plans 314 Performing Backups 324 Performing Recoveries 334 Summary 337 Exam Essentials 337 Chapter 8 Planning Service Applications 339 Determining Service Application Server Roles 340 The Way It Was 341 The Service Application Architecture 342

6 xiv Contents Service Application Roles 345 The Service Application Security Model 350 Planning a Business Connectivity Services Strategy 353 Planning an Excel Services Strategy 366 Designing a Forms Strategy 368 Summary 369 Exam Essentials 369 Chapter 9 Planning a SharePoint Component Strategy 371 Designing Web Applications 372 Understanding Application Pools 372 Working with Web Applications 378 Web Application Policies 381 SharePoint Features Used by Websites and Web Applications 389 Designing Features and Solutions 392 Understanding Features 392 Developing SharePoint Solutions 395 Understanding Web Parts 397 Planning for Site Customizations 400 Site Templates and Definitions 401 Multilingual Deployment 404 Master Pages 405 Summary 406 Exam Essentials 407 Chapter 10 Planning Search Solutions 409 Designing the Search Requirements 411 Defining Search Requirements 411 Planning Content Sources 411 Planning Data Types 414 Planning Indexing 416 Planning Federated Location Requirements 418 Planning Search Scopes 419 Planning Search Results by Prioritizing Locations 421 Planning the Search Topology 422 Administering an Index Partition and Query Components 422 Administering Crawl Databases and Components 425 Administering Property Databases and Host Distribution Rules 428 Managing Crawler Server Specifics 429

7 Contents xv Planning Enterprise Search 430 Search Topology Introduction 430 Designing the SharePoint Search Topology 432 Planning for People Search 438 Planning Search Reporting 442 Summary 443 Exam Essentials 444 Chapter 11 Planning Business Management Strategies 445 Planning Collaboration Components 447 Collaboration Component Overview 447 Collaboration Component Environments 449 Designing Content Management 452 ECM Component Overview 452 Document Management Planning 454 Managed Metadata Planning 456 Information Management Policy Planning 459 Web Content Management Planning 460 Records Management Planning 465 Digital Asset Management Planning 469 Planning for Social Computing 471 The User Profile Service 471 My Site Management 494 Planning for Business Intelligence Strategy 498 Administering PerformancePoint 498 Administering Excel Services 507 Managing Visio Services 509 Summary 511 Exam Essentials 511 Chapter 12 Planning an Upgrade and Migration Strategy 513 Planning a Strategy for Upgrades 514 Planning for 64-Bit Computing 515 Planning for Availability for the Upgrade 517 Upgrading Operating Systems 541 Upgrading Early SharePoint Versions 541 MOSS 2007 Upgrades 542 SQL Server Upgrades 542 SQL Server Migrations 543 Performing In-Place Upgrades 544 Performing a Rollback 546

8 xvi Contents Designing a Migration Strategy 547 Database Migration Considerations 547 Managing Content 554 Migrating Custom Features 554 Creating a Test and QA Implementation Plan 555 Summary 555 Exam Essentials 556 Appendix A Microsoft s Certification Program 557 Appendix B About the Companion CD 565 Glossary 569 Index 579

9 Table of Exercises Exercise 1.1 Exploring the SharePoint Product Capabilities Exercise 1.2 Viewing the New SharePoint 2010 Interface Exercise 1.3 Enabling Document Sets Exercise 1.4 Enabling Content Type Management Exercise 1.5 Adding the Document Set Content Type Exercise 1.6 Creating a Custom Tracking List Exercise 1.7 Extending a Web Application Exercise 2.1 Installing the DNS Server Role in the Server Manager Exercise 2.2 Creating the SharePoint.local Domain Exercise 2.3 Creating Host Records Exercise 2.4 Configuring DNS IP Settings on the DNS Server Exercise 2.5 Verifying DNS Operation Exercise 2.6 Adding the AD DS Role Exercise 2.7 Creating the SharePoint.local Domain Exercise 2.8 Integrating DNS with AD Exercise 2.9 Creating User Accounts Exercise 2.10 Creating Groups Exercise 2.11 Managing Group Memberships Exercise 2.12 Adding the IIS Server or Web Server Role Exercise 2.13 Creating a Website and an Application Pool Exercise 2.14 Recycling a Website or Application Pool Exercise 2.15 Adding the SMTP Service Exercise 2.16 Configuring the SMTP Service Exercise 2.17 Installing SQL Server 2008 R2 x64 Trial Edition Exercise 2.18 Working with SQL Server Management Studio Exercise 2.19 Opening a New Query Window Exercise 2.20 Viewing Reports Exercise 2.21 Querying the AdventureWorks Database Exercise 2.22 Setting the Recovery Model for a Database Exercise 3.1 Disabling the Windows Firewall on Windows Server 2008 R Exercise 3.2 Viewing the MAC Address Exercise 3.3 Pinging the Loopback Address Exercise 3.4 Viewing TCP Statistics

10 xviii Table of Exercises Exercise 3.5 Setting a Static IP Address Exercise 3.6 Working with DNS Name Resolution Exercise 4.1 Installing the Windows Server 2008 R2 Enterprise Edition Trial Version Exercise 4.2 Installing Updates for the Operating System Exercise 4.3 Installing the SQL Server 2008 R2 x64 Trial Version Exercise 4.4 Installing Microsoft Office Exercise 4.5 Installing the SharePoint Server 2010 Enterprise Trial Version Exercise 4.6 Running the SharePoint Products Configuration Wizard Exercise 5.1 Creating a New WebApp and Configuring CBA Exercise 5.2 Creating Groups in Active Directory Exercise 5.3 Blocking Permission Inheritance Exercise 5.4 Viewing Permissions for a Group on a List Exercise 5.5 Creating a Custom Permission Level Exercise 5.6 Creating a SharePoint Group Exercise 6.1 Using Windows Update Automatically Exercise 6.2 Using Windows Update Manually Exercise 6.3 Installing Windows Server Update Services Exercise 6.4 Checking for Updates from SharePoint Central Administration Exercise 6.5 Checking Index Fragmentation Exercise 6.6 Configuring Crawl Schedules for SharePoint Search Exercise 6.7 Viewing Search Reports Exercise 6.8 Viewing Live Performance Counters Exercise 6.9 Creating a Custom SharePoint DCS Exercise 6.10 Customizing the SharePoint DCS Exercise 6.11 Viewing Reports Based on the SharePoint DCS Exercise 6.12 Configuring Diagnostic Logging Exercise 7.1 Installing Hyper-V in Windows Server 2008 R Exercise 7.2 Creating a SharePoint VM for Single Machine Installs Exercise 7.3 Creating a SharePoint Multiserver Farm Exercise 7.4 Increasing Memory for a Hyper-V VM Exercise 7.5 Increasing CPU Resources for a Hyper-V VM Exercise 7.6 Backing Up the SharePoint Server Farm Configuration Exercise 7.7 Exporting a Site Using Central Administration Exercise 7.8 Configuring SharePoint Recycle Bins

11 Table of Exercises xix Exercise 7.9 Installing the Windows Server Backup Component Exercise 7.10 Performing a Full Server Backup Using Windows Server Backup Exercise 7.11 Performing a Backup of the SharePoint Server Farm Exercise 7.12 Creating a Full Backup of a Database Exercise 7.13 Restoring a Server Farm Exercise 8.1 Creating a Custom Group for Service Applications Exercise 8.2 Creating a New Application Pool and SA Collection Exercise 8.3 Creating an ECT in SharePoint Designer Exercise 8.4 Creating an External List in SharePoint Exercise 8.5 Customizing an External List Exercise 8.6 Editing Items in External Lists Exercise 9.1 Creating a New Application Pool Exercise 9.2 Creating a New Web Application Exercise 9.3 Creating a User Policy Exercise 9.4 Configuring the Anonymous Policy Exercise 9.5 Creating a New Permission Policy Level Exercise 9.6 Creating a Web Part Page with an RSS Feed Web Part Exercise 9.7 Customizing Master Pages Exercise 10.1 Viewing Content Sources in SharePoint Search Exercise 10.2 Creating Content Sources in SharePoint Search Exercise 10.3 Managing File Types in Search Exercise 10.4 Importing Federated Locations Search Connectors Exercise 10.5 Adding a Search Scope Exercise 10.6 Adding a Search Scope Rule Exercise 10.7 Adding an Index Partition to a Search Service Application Exercise 10.8 Removing an Index Partition to a Search Service Application Exercise 10.9 Adding a Query Component to an Index Partition Exercise Adding and Removing a Crawl Database Exercise Adding and Removing a Crawl Component to a Crawl Database Exercise Adding and Removing a Host Distribution Rule Exercise Setting Up User Profile Synchronization Exercise Configuring the Search Service Application for People Search Exercise 11.1 Creating Metadata Terms for a Library Exercise 11.2 Adding a Term Store Administrator

12 xx Table of Exercises Exercise 11.3 Configuring Content Deployment Settings Exercise 11.4 Creating a New Content Deployment Path Exercise 11.5 Creating a New Content Deployment Job Exercise 11.6 Using Central Administration to Create a User Profile Service Application Exercise 11.7 Defining a Managed Path Exercise 11.8 Editing a User Profile Application Exercise 11.9 Using Central Administration to Assign an Administrator to a User Profile Service Exercise Using Windows PowerShell to Assign an Administrator to a User Profile Service Application Exercise Using Central Administration to Delegate User Profile Service Feature Administration Exercise Creating a Custom User Profile Property Exercise Creating a Custom Organization Profile Property Exercise Enabling Users or Groups to Use Personal and Social Features Exercise Adding an Audience Exercise Adding an Audience Rule Exercise Compiling an Audience Exercise Scheduling an Audience to Be Compiled Exercise Using Central Administration to Create a Wiki Exercise Setting Up a My Site Exercise Adding Trusted My Site Host Locations Exercise Adding a Link to Office 2010 Client Applications Exercise Using Central Administration to Create a PerformancePoint Services Service Application Exercise Creating an Analysis Services Data Connection Exercise Creating a PowerPivot Data Connection Exercise Creating an Excel Services Data Source Connection Exercise Deploying a PerformancePoint Dashboard Exercise Creating an Analytic Chart or Grid Exercise Using Dashboard Designer to Configure a Report Exercise Enabling User-Defined Functions on a Trusted File Location Exercise Managing Excel Services User-Defined Function Assemblies Exercise Using Windows PowerShell to Create and Delete the Visio Service Application

13 Table of Exercises xxi Exercise Using Central Administration to Create a Trusted Data Provider for Visio Graphics Service Exercise 12.1 Creating the Mirroring Endpoints Exercise 12.2 Installing Failover Clustering Exercise 12.3 Running the Validate a Configuration Wizard Exercise 12.4 Creating a Failover Cluster Exercise 12.5 Using an Online Raid Calculator Exercise 12.6 Installing SharePoint Server 2010 on a SharePoint 2007 Server Exercise 12.7 Running the SharePoint Products Configuration Wizard and Monitoring the Upgrade Process Exercise 12.8 Determining the Content Database for a Site Exercise 12.9 Configuring a Database for Read-Only Operations