Mastering Microsoft SharePoint

Transcription

1 Mastering Microsoft SharePoint Foundation 2010 Callahan WILEY Wiley Publishing, Inc.

2 Contents Introduction xxi Part l Preparing for Microsoft SharePoint Foundation Chapter 1 SharePoint Foundation 2010 Under the Hood 3 Hardware Requirements 4 Software Requirements 5 SharePoint Sites and Databases 12 SharePoint Service Accounts and Services 15 Service Accounts 15 SharePoint Services 19 Authentication Types 22 Authentication Methods 22 SharePoint Search SharePoint and Alternate Access Mapping 27 Managed Paths 27 User Accounts and Permissions 28 Performance Planning 29 Additional Performance Considerations 31 Storage Planning 31 Software Limitations 34 The Bottom Line Chapter 2 Standalone Installation 43 Preparing for SharePoint Foundation 2010 Installation 43 Initiating the SharePoint Foundation 2010 Installer 46 Installing Software Prerequisites 47 Confirming Prerequisites Installed 50 Checking the Web Server Role 53 Enabling SMTP Server 56 Standalone Installation of SharePoint Foundation 63 Confirming Changes in the File System 73 Confirming Sharepoint Security Groups 75 Confirming the Installation of Databases 76 Confirming the Services and Their Accounts 78 Confirming IIS Web Sites and Application Pools 79 Confirming Central Administration Settings 90

3 XII I CONTENTS Post-installation Configuration Tasks 97 Configuring Outgoing 97 Configuring Incoming 99 Adding User Accounts 110 The Bottom Line 119 Chapter 3 Complete Installation 121 Preparing for a SharePoint Complete Installation 121 Preparing User Accounts for a Complete, Server Farm Installation 122 Complete Installation of SharePoint Foundation Running the Installation Wizard 134 A Quick Check of Installation Changes 137 Running the Configuration Wizard 139 Initial Farm Configuration 153 Registering Managed Accounts 155 Configuring Search 161 Starting and Configuring the Business Data Connectivity Service 167 Enabling Usage and Health Data Collection 172 Starting Sandboxed Code Service 176 Creating the First SharePoint Web Application 177 Creating the First Site Collection 185 Confirming Configuration Changes 191 Confirming SQL Databases 192 Confirming SharePoint Local Security Groups 197 Confirming IIS Web Sites and Application Pools 198 Post-installation Configuration Tasks 202 Outgoing 203 Incoming 204 User Accounts 205 The Bottom Line 212 Part 2 Using Microsoft SharePoint Foundation Chapter 4 Introduction to the SharePoint Interface 215 The Team Site Home Page 215 Team Site Landmarks 217 Top Ribbon Bar Details 222 Home Page Ribbons 228 Site Pages 241 A Quick Look at a List: Announcements 242 A Quick Look at a Library: Shared Documents 257 A Quick Look at Administrative Pages 266 The Bottom Line 271

4 CONTENTS X1U Chapters Introduction to Web Parts Using the Home Page as a Wiki Page 273 Exploring a Web Part 274 Using Edit Mode on a Wiki Page 278 Inserting a Web Part 279 Deleting a Web Part 294 Built-in Web Part Templates 295 Exporting a Web Part 304 Using the Home Page as a Web Part Page 306 Disabling the Wiki Home Page Feature 307 Using Edit Mode on a Web Part Page 310 Enabling the Wiki Home Page Feature 322 The Bottom Line Chapter 6 Introduction to Lists What Is a List? (Fundamental Concepts) 325 Exploring a List: Announcements 326 Creating a New List Item 328 Viewing a List Item 331 Editing a List Item 332 Modifying a List View 333 Adding an Existing List Field to a View 336 Removing a Field from a View 336 Changing the Order of Fields in a View 337 Modifying a List 338 Adding a Field to a List 342 Changing the Order of Fields in a List 345 Entering Data via Datasheet View 349 Creating a New List View to Group by Category 355 Creating a New View to Filter by Category 364 Customizing a List 366 Enabling Incoming 369 Checking the RSS Feed Settings 372 Setting Alerts 374 Exploring Prebuilt Lists 380 Calendar 380 Links 388 Team Discussion 390 Tasks 394 The Bottom Line Chapter 7 Creating Lists 403 Creating New Lists with Existing Templates 403 Issue Tracking 404 Surveys 418 Contacts 425

5 XIV CONTENTS Creating a Custom List 439 Editing an Existing Field 441 Adding a Person or Group Field 442 Adding Single-Line Text, Number, and Currency Fields 443 Adding a Field with Column Validation 444 Adding a Lookup Field 446 Adding a Custom Site Column 449 Configuring List Validation 452 Connecting Lists: The Insert Related List Tool 456 The Bottom Line 463 Chapter 8 * Introduction to Libraries 465 What Are Libraries? 465 Uploading a Document to a Library 468 Creating a New Document 469 Adding a Required Field to a Library 473 Editing a Document with a Required Field 474 Opening the Library with Windows Explorer 478 Requiring Checkout 482 Checking Out a Document 484 Checking In a Document 485 Discarding Checkout 486 Managing Checked-Out Files 487 Versioning 491 Creating a New Minor Version of a Document 494 Creating a New Major Version of a Document 495 Unpublishing a Major Version 496 Restoring a Previous Version of a Document 497 Using Content Approval 500 Creating a Document Library 508 Replacing a Library's Template with an Existing Template 511 Using Content Types 516 Enabling Content Types 517 Creating a New Content Type 518 Using Send To 526 Sending a Copy of a Document to a Library 528 Configuring a Library with a Default Send To Location 534 Picture Library 536 The Wiki Page Library 539 Adding a Wiki, Page 541 Editing a Wiki Page 543 The Form Library 543 Publishing an Inf opath Template to a Form Library 544 Filling Out a New Form in the Form Library 547 The Bottom Line 549

6 CONTENTS XV Chapter 9 Sites, Subsites, and Workspaces 551 Definitions and Concepts 551 Creating a New Subsite 553 Site Settings 557 Users and Permissions Look and Feel Galleries Site Actions Site Administration Reporting Services 586 Site Collection Administration 589 Additional Default Site Templates 589 Team Site Blank Site 589 Document Workspace Blog 591 Group Work Site 593 Meeting Workspace 606 The Bottom Line Chapter io Site Collections and Web Applications 621 Creating a Site Collection 621 Site Settings for Site Collections 627 Users and Permissions Look and Feel 628 Galleries 629 Site Actions Site Administration 635 Site Collection Administration 635 Configuring Site Collections 646 Site Use Confirmation and Deletion 647 Quota Templates 648 Site Quotas and Locks 649 Creating a New Web Application 652 Web Application Management 662 New and Extend 662 Delete Web Application 663 Web Application General Settings 663 Managing Web Application Features 672 Managed Paths 672 Service Connections 677 Authentication Providers 677 Self-Service Site Creation 678 Blocked File Types 684 User Permissions

7 XVI CONTENTS Web Part Security 685 User Policy 686 Permission Policy 695 Host Headers 696 Alternate Access Mapping 700 Content Databases 709 The Bottom Line 713 PaTt3 Administering Microsoft SharePoint Foundation Chapter 11 Central Administration 717 The Central Administration Site Interface 717 Application Management 722 Web Applications 723 Site Collection 736 Service Applications 743 Databases 751 System Settings 754 Servers 754 and Text Messages (SMS) 756 Farm Management 757 Monitoring 763 Health Analyzer 763 Timer Jobs 765 Reporting 766 Backup and Restore 769 Farm Backup and Restore 769 Granular Backup 775 Security 779 Users 779 General Security 782 Information Policy 795 Upgrade and Migration 796 Upgrade and Patch Management 796 General Application Settings 798 External Service Connections 798 SharePoint Designer 800 Reporting Services 802 Configuration Wizards 806 The Bottom Line 807 Chapter 12 Users and Permissions 809 What Are Users, Groups, and Permissions? 809 Individual Permissions 812 Permission Levels 820 Managing Permission Levels 821

8 CONTENTS ] XVII Users and Groups 829 Viewing People and Groups 830 Creating a New SharePoint Group 832 Adding a Security Group or User to a SharePoint Group 835 Inheritance 839 Breaking Inheritance on a Subsite 842 Changing List or Library Permissions 850 Changing Individual List or Library Item Permissions 852 Editing Site Collection Administrator Members 854 User Policies and Permission Policies at the Web Application Level 855 Adding a User Policy 857 Adding a Permission Policy 859 Farm-Level Users and Groups 861 Adding Farm Administrators 863 Removing a User or Group from Farm Administrators 866 Adding Delegated Administrators 867 The Bottom Line 870 Chapter 13 Maintenance and Monitoring 873 Why Monitor? 873 Performance Monitor 874 Adding Counters to Performance Monitor 875 a Creating Data Collector Set 877 Setting a Performance Counter Alert 885 Resource Monitor 888 IIS Logs 891 Event Viewer 896 Common Event Errors 896 Reporting and Monitoring in SharePoint 904 The Health Analyzer 904 Timer Jobs 909 Reporting 914 Web Analytics 920 Upgrade and Migration 922 Backing Up and Restoring a SharePoint Farm 925 Backing Up and a Restoring SharePoint Farm 926 Granular Backup and Restore 941 Backup and Restore Using Other Tools 954 Backing Up and Restoring the IIS Metabase 954 Virtual Directories and SharePoint Folders 957 Backing Up and Restoring Databases in SQL Server 959 Backing Up and Restoring a Complete Server 968 Suggested Recovery Scenarios 976 For a Full Recovery of a Standalone-Server Installation 976 For a Web Front-End Server 977 For a Full Recovery of a Server Farm 978 The Bottom Line 979

9 ;vin CONTENTS Part 4 Special Topics in SharePoint Foundation Chapter 14 STSADM and PowerShell 983 PowerShell or STSADM? 983 Starting the SharePoint 2010 Management Shell 984 Security Requirements to Use PowerShell 985 Permissions for Shell Management 985 SharePoint Permission for Administration 990 PowerShell Primer 991 Cmdlet Structure 991 Getting Help 994 Output 996 SharePoint Configuration with PowerShell 1003 Bulk Configuration 1005 Variables, Properties, and Scripts, Oh My! 1006 STSADM.EXE Basics 1015 Command-Line Only Tasks and Options 1017 Working with Developer Dashboard 1018 Managing the User Account Directory 1019 Managing HTTP Request Monitoring and Throttling Thresholds 1019 Setting the New Item Display Length 1020 Working with Multi-tenancy 1020 The Bottom Line 1021 Chapter 15 Migrating from Windows SharePoint Services 3.0 to Microsoft SharePoint Foundation Determine Which Upgrade Method Is Right for You 1023 The In-Place Migration Method 1024 The Database-Attach Migration Method 1025 Preparing for Migration: Best-Laid Plans 1027 Reviewing System Requirements 1027 What about Customizations? 1029 Plan for Visual Upgrade 1031 Plan for Remote BLOB Storage (RBS) 1032 When Planning to Succeed, Plan to Fail 1034 Moving from a 32-Bit to a 64-Bit Environment 1037 Moving a Standalone Server from 32-Bit to 64-Bit 1037 Moving a Server Farm from 32-Bit to 64-Bit 1044 Upgrading a Standalone Server 1044 The Prep Work 1045 The In-Place Upgrade Method for Standalone Servers 1048 The Database-Attach Upgrade Method for Standalone Servers 1052 Upgrade a Standalone Server with Remote BLOB Storage 1067

10 j CONTENTS XIX Upgrading a Server Farm 1077 The Prep Work 1077 The In-Place Upgrade Method for Server Farms 1077 The Database-Attach Upgrade Method for Server Farms 1081 Using Visual Upgrade 1091 The Bottom Line 1095 Chapter 16 Advanced Installation and Configuration 1097 Configuring New SharePoint Capabilities 1097 Using Business Data Connectivity 1098 Enabling Multi-tenancy 1124 Advanced Installation 1142 Installing an Additional SharePoint Server on a Server Farm 1142 Network Load Balancing the Server Farm 1159 Advanced Configuration 1174 Using SSL with SharePoint 1174 Using Kerberos for Authentication 1188 Installing Office Web Apps 1196 The Bottom Line 1206 Appendix The Bottom Line 1207 Chapter 1: SharePoint Foundation 2010 Under the Hood 1207 Chapter 2: Standalone Installation 1208 Chapter 3: Complete Installation 1209 Chapter 4: Introduction to the SharePoint Interface 1211 Chapter 5: Introduction to Web Parts : Introduction to Lists 1213 Chapter Chapter 7: Creating Lists 1214 Chapter 8: Introduction to Libraries 1214 Chapter 9: Sites, Subsites, and Workspaces 1216 Chapter 10: Site Collections and Web Applications 1217 Chapter 11: Central Administration 1218 Chapter 12: Users and Permissions 1219 Chapter 13: Maintenance and Monitoring 1220 Chapter 14: STSADM and PowerShell 1222 Chapter 15: Migrating from Windows SharePoint Services 3.0 to Microsoft SharePoint Foundation Chapter 16: Advanced Installation and Configuration 1224 Index 1227