Pro SharePoint 2010 Administration

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1 Pro SharePoint 2010 Administration Robert Garrett

2 Pro SharePoint 2010 Administration

3

4 Contents at a Glance Foreword... xiv About the Author... xv About the Technical Reviewer... xvi Acknowledgments... xvii Introduction... xviii Chapter 1: SharePoint 2010 Overview...1 Chapter 2: Installing and Configuring SharePoint Chapter 3: Security and Policy Chapter 4: People and Profiles Chapter 5: Social Networking Chapter 6: Site Content and Metadata Chapter 7: Documents and Records Management Chapter 8: Business Intelligence Chapter 9: Microsoft Office Integration Chapter 10: Health, Monitoring, and Disaster Recovery Index...385

5 Contents Foreword... xiv About the Author... xv About the Technical Reviewer... xvi Acknowledgments... xvii Introduction... xviii Chapter 1: SharePoint 2010 Overview...1 What Is SharePoint?...1 SharePoint Foundation versus SharePoint Server... 2 Sites... 3 Communities... 3 Composites... 3 Insights... 4 Content... 5 Search... 6 SharePoint 2010 System Requirements... 6 Overview of New Functionality and Changes...6 The Central Administration Web Site... 7 User Interface Changes... 8 Microsoft Office Web Applications My Sites, User Profiles, and Social Media Wiki Pages Enterprise Content Management... 13

6 CONTENTS Goodbye, Shared Services Provider SharePoint Basics...17 Creating a new Web Application and Site Collection...17 The Site Actions Menu The Ribbon Lists List Views Document Libraries Pages Web Parts Summary...43 Chapter 2: Installing and Configuring SharePoint Infrastructure Requirements...45 SharePoint 2010 Prerequisites...46 Choosing the Installation Type...48 Stand-Alone Installation Server Farm Installation SharePoint Products Configuration Wizard...53 Managed Accounts...54 Continuing with the Configuration Wizard...56 ADACM (SharePoint Foundation Only) Configuring Your SharePoint Farm...59 Upgrading from Microsoft Office SharePoint 2007 (MOSS)...63 In-Place or Database Attach Upgrade Considerations Before Performing an Upgrade The Pre-Upgrade Check Performing an In-Place Upgrade... 67

7 CONTENTS Performing a Database Attach Upgrade What is the Hybrid Upgrade Approach? Using Alternate Access Mappings to Avoid Downtime Visual Upgrade...78 Switching from Legacy to SharePoint 2010 Branding Visual Upgrade PowerShell Commands Welcome to the Central Administration Web Site...81 Application Management System Settings Monitoring Backup and Restore Security Upgrade and Migration General Application Settings Configuration Wizards Summary...99 Chapter 3: Security and Policy Security Administration SharePoint Administrators Permissions and Permission Levels Creating Custom Permission Levels SharePoint Users SharePoint Security Groups Adding Users to a Group Removing Users from a Group Group Settings and Permissions Creating a New Group (and Assigning Permissions) Deleting a Group

8 CONTENTS Assigning New Visitor, Member, and Owner Groups at Site Creation Best Practices Granting Permissions Granting Permissions at the Root Site Collection Granting Permissions at a Sub-Site (Breaking Inheritance) Granting Permissions to a List or Document Library Granting Permissions to a List Item or Document Anonymous Access Web Application Policies Claims-Based Authentication Configuring CBA in SharePoint CBA and PowerShell Summary Chapter 4: People and Profiles A User s Profile The User Profile Infrastructure The User Profile Service Application The User Profile Service The User Profile Synchronization Service The Forefront Identity Manager Configuring User Profile Synchronization Establishing Managed Accounts Creating the User Profile Service Application Starting the Services Importing User Profiles from Active Directory Writing Back to Active Directory

9 CONTENTS User Profiles in SharePoint User Profile Properties and Sub-Types Organization Profiles Audiences People Search SharePoint Search A Primer People Search in Action Summary Chapter 5: Social Networking My Sites Creating the My Site Host Site Collection Capacity Planning for My Sites A Tour of SharePoint 2010 My Sites Notes and Tagging A Brief Segue on Taxonomy and Folksonomy Tagging in SharePoint Ratings Rating Control and Publishing Pages Blogs Wikis Outlook 2010 Integration Summary Chapter 6: Site Content and Metadata The SharePoint 2010 Content Type Model What Are Content Types and Site Columns? New Content Type Model Functionality

10 CONTENTS SharePoint Metadata Types Site Columns Content Types Metadata in Lists Metadata in Publishing The Managed Metadata Service Initial Setup Associating with a Web Application Taxonomy Managed Metadata Managed Metadata in SharePoint Sites Tagging User Interface Navigation Tagging in Office Applications Content Type Hubs Publishing, Unpublishing, and Republishing The Error Log Summary Chapter 7: Documents and Records Management What Is a Document Management System? Document Management in SharePoint Overview of SharePoint 2010 DMS Features Document Content Types and Document Sets Document Workflows Document Tracking Document Conversion Document Workspaces

11 CONTENTS Records Management in SharePoint Setting Up the Content Organizer Setting up the Records Center Hold and e-discovery Records Retention In-Place Records Management Auditing Web Content Management Publishing Sites Content Deployment Summary Chapter 8: Business Intelligence Business Intelligence Features in SharePoint PerformancePoint Services Secure Store Installation and Configuration PPS Installation and Configuration Configure PerformancePoint Services to Use the Secure Store Service Creating a New BI Center Installing the Dashboard Designer Creating a Simple BI Dashboard User Permissions in PPS Deploying to Production Importing PerformancePoint Server 2007 Content Business Connectivity Services BCS Service Installation Creating an External Content Type Creating an External List

12 CONTENTS Visio Services Creating Visio Drawings from Task and Issues Lists Utilizing the Visio Web Part Excel Services Creating a Simple Dashboard in Excel Services Summary Chapter 9: Microsoft Office Integration Office 2010 and an Overview of Office 2010 Integration The Backstage Area Live Co-Authoring Document Information Panel Integrating SharePoint 2010 with the Office Applications Microsoft Word Microsoft Excel Microsoft PowerPoint Microsoft OneNote Microsoft Access Microsoft InfoPath Microsoft Visio Microsoft Outlook SharePoint Workspace the New Groove Office Web Applications Installing Office Web Apps on an Existing Stand-Alone SharePoint 2010 Server Installing Office Web Apps on a New Stand-alone SharePoint 2010 Server Installing Office Web Apps into an Existing SharePoint 2010 Server Farm Installing Office Web Apps into a New SharePoint 2010 Server Farm Summary...348

13 CONTENTS Chapter 10: Health, Monitoring, and Disaster Recovery Planning for Disaster Recovery Load-Balanced Service SQL Server Failover Clustering SQL Server Database Mirroring Maintaining Content Integrity The Recycle Bin Versioning Backup and Restore Site Collection Backups Export and Import Unattached Content Database Data Recovery Farm Backup and Restore Health and Monitoring Logging Correlation IDs The Logging Database The Health Analyzer Timer Jobs The Developer Dashboard Summary Index...385

14 Foreword

15 About the Author Robert Garrett

16 About the Technical Reviewer Daniel Cohen-Dumani

17 Acknowledgments

18 Introduction Pro SharePoint 2010 Administration A word about the Target Audience

COPYRIGHTED MATERIAL. Contents at a Glance

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