Pro SharePoint 2013 Administration Rob Garrett

Transcription

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2 Pro SharePoint 2013 Administration Rob Garrett Apress

3 Pro SharePoint 2013 Administration Copyright 2013 by Rob Garrett This work is subject to copyright. All rights are reserved by the Publisher, whether the whole or part of the material is concerned, specifically the rights of translation, reprinting, reuse of illustrations, recitation, broadcasting, reproduction on microfilms or in any other physical way, and transmission or information storage and retrieval, electronic adaptation, computer software, or by similar or dissimilar methodology now known or hereafter developed. Exempted from this legal reservation are brief excerpts in connection with reviews or scholarly analysis or material supplied specifically for the purpose of being entered and executed on a computer system, for exclusive use by the purchaser of the work. Duplication of this publication or parts thereof is permitted only under the provisions of the Copyright Law of the Publisher s location, in its current version, and permission for use must always be obtained from Springer. Permissions for use may be obtained through RightsLink at the Copyright Clearance Center. Violations are liable to prosecution under the respective Copyright Law. ISBN ISBN (ebook) Trademarked names, logos, and images may appear in this book. Rather than use a trademark symbol with every occurrence of a trademarked name, logo, or image we use the names, logos, and images only in an editorial fashion and to the benefit of the trademark owner, with no intention of infringement of the trademark. The use in this publication of trade names, trademarks, service marks, and similar terms, even if they are not identified as such, is not to be taken as an expression of opinion as to whether or not they are subject to proprietary rights. While the advice and information in this book are believed to be true and accurate at the date of publication, neither the authors nor the editors nor the publisher can accept any legal responsibility for any errors or omissions that may be made. The publisher makes no warranty, express or implied, with respect to the material contained herein. President and Publisher: Paul Manning Lead Editor: Jonathan Hassell Technical Reviewer: Pranav Sharma Editorial Board: Steve Anglin, Ewan Buckingham, Gary Cornell, Louise Corrigan, Morgan Ertel, Jonathan Gennick, Jonathan Hassell, Robert Hutchinson, Michelle Lowman, James Markham, Matthew Moodie, Jeff Olson, Jeffrey Pepper, Douglas Pundick, Ben Renow-Clarke, Dominic Shakeshaft, Gwenan Spearing, Matt Wade, Tom Welsh Coordinating Editor: Kevin Shea Copy Editor: Robin Perlow Compositor: SPi Global Indexer: SPi Global Artist: SPi Global Cover Designer: Anna Ishchenko Distributed to the book trade worldwide by Springer Science+Business Media New York, 233 Spring Street, 6th Floor, New York, NY Phone SPRINGER, fax (201) , orders ny@springer-sbm.com, or visit For information on translations, please rights@apress.com, or visit Apress and friends of ED books may be purchased in bulk for academic, corporate, or promotional use. E-Book versions and licenses are also available for most titles. For more information, reference our Special Bulk Sales e-book Licensing web page at Any source code or other supplementary materials referenced by the author in this text are available to readers at For detailed information about how to locate your book s source code, go to

4 I dedicate this manuscript to my wife, Jessica. Without her support and encouragement for writing, this book would never have become a reality.

5 Contents at a Glance Foreword... xix About the Author... xxi About the Technical Reviewer... xxiii Acknowledgments... xxv Introduction... xxvii Chapter 1: SharePoint 2013 Overview and New Features...1 Chapter 2: New Installation and Configuration...21 Chapter 3: Working with PowerShell...59 Chapter 4: Upgrading from SharePoint Chapter 5: Health Monitoring and Disaster Recovery Chapter 6: Users, Profiles, and Social Networking Chapter 7: Security and Policy Chapter 8: Claims-Based and Federated Authentication Chapter 9: Content Model and Managed Metadata Chapter 10: Publishing and Web Content Management Chapter 11: Documents and Records Management Chapter 12: Business Intelligence Chapter 13: Business Connectivity Services v

6 CONTENTS AT A GLANCE Chapter 14: Microsoft Office Integration and Office Web Applications Chapter 15: SharePoint Search Chapter 16: SharePoint Designer and Branding Index vi

7 Contents Foreword... xix About the Author... xxi About the Technical Reviewer... xxiii Acknowledgments... xxv Introduction... xxvii Chapter 1: SharePoint 2013 Overview and New Features...1 No More Doughnut...1 Foundation and Server...2 Licensing...3 System Requirements...5 Hardware Requirements...5 Software Requirements...6 Development or Production?...7 User Interface and User Experience Changes...7 Architectural Changes...8 Database Enhancements...9 Shredded Storage...9 Request Management...10 New Workflow Framework Separation of Office Web Applications Distributed Cache...12 vii

8 CONTENTS Service Application Changes...14 Service Application Architecture Overview New Service Applications Depreciated and Changed Service Applications Security Changes...19 Summary...20 Chapter 2: New Installation and Configuration...21 SharePoint 2013 Prerequisites...21 Choosing the Installation Type...24 Stand-Alone Installation Server Farm Installation SharePoint Products Configuration Wizard...27 Managed Accounts...33 Configuring Your SharePoint Farm...35 Configure Outgoing Welcome to the Central Administration Web Site...39 Application Management System Settings...42 Monitoring...42 Backup and Restore Security...44 Upgrade and Migration...45 General Application Settings Apps...47 Other Noteworthy Areas of Central Administration Creating Your First Web Application...49 Administering Your Web Application...51 Creating a Site Collection...53 viii

9 CONTENTS Alternate Access Mappings...54 Scenario 1: Extended Publishing Site Scenario 2: Reverse Proxy and Load-Balanced Web Application Mapping to an External Resource Summary...58 Chapter 3: Working with PowerShell...59 What About STSADM?...59 PowerShell Basics...60 Loading the SharePoint Cmdlets PowerShell Syntax...61 Exploring SharePoint Cmdlets Getting Help...63 Aliases...64 Pipelines...65 PowerShell and SharePoint...66 Administration Permissions Content Databases...67 Web Applications Site Collections (SPSite) Sites (SPWeb)...70 Memory and Disposal...72 Summary...73 Chapter 4: Upgrading from SharePoint Planning...75 What Is New?...75 Database Attach Process Minimizing Downtime...78 Pre-Upgrade Maintenance Managing Customizations ix

10 CONTENTS x Upgrade...83 Copying Legacy Databases Attach Service Applications Attach Content Databases Upgrading Site Collections Summary Chapter 5: Health Monitoring and Disaster Recovery Planning for Disaster Recovery Load-Balanced Service SQL Server Failover Clustering SQL Server Database Mirroring SharePoint Farm Design 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 SharePoint 2013 Request Management The Request Management Process Request Management Administration Health and Monitoring Logging Correlation IDs The Logging Database Analytics The Health Analyzer Timer Jobs The Developer Dashboard Summary...150

11 CONTENTS Chapter 6: Users, Profiles, and Social Networking 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 (FIM) 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 User Profiles in SharePoint User Profile Properties and Subtypes Organization Profiles Audiences Social Networking My Sites Creating the My Site Host Site Collection Capacity Planning for My Sites A Tour of SharePoint 2013 My Sites Notes and Tagging Tagging in SharePoint Ratings Blogs Wikis Summary xi

12 CONTENTS Chapter 7: Security and Policy xii 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 Assigning New Visitor, Member, and Owner Groups at Site Creation Granting Permissions Granting Permissions at the Root Site Collection Permission Inheritance (and Breaking It) Granting Permissions to a List or Document Library Granting Permissions to a List Item or Document Anonymous Access Web Application Policies Best Practices Summary Chapter 8: Claims-Based and Federated Authentication Digital Identity Identity Management Identity Authentication Secure Tokens SharePoint Authentication Legacy Approach Classic Mode Authentication Claims-Based-Authentication Approach Configuring a Claims Web Application

13 CONTENTS Federated Authentication Active Directory Federated Services Summary Chapter 9: Content Model and Managed Metadata The SharePoint Content Type Model What are Content Types and Site Columns? New Content Type Model Functionality SharePoint Metadata Types Site Columns Content Types Metadata in Lists Metadata in Publishing The Managed Metadata Service Taxonomy and Folksonomy Initial Setup Associating with a Web Application Access to the Term Store Management Tool from a Site Taxonomy Managed Metadata Managed Metadata in SharePoint Sites Tagging User Interface Filtering Tagging in Office Applications Content Type Hubs Publishing, Un-publishing, and Republishing The Error Log Summary Chapter 10: Publishing and Web Content Management SharePoint Publishing Infrastructure A Publishing Site Publishing Features xiii

14 CONTENTS xiv Content Management Check In/Out, Versioning, and Content Approval New in SharePoint Content Authoring Improvements Image Rendition Cross-Site Publishing and Catalog Enabled Lists and Libraries Managed Navigation SEO Page Optimization Site Design Manager Content Deployment Configuring the Destination Farm Configuring the Source Farm Common Issues with Content Deployment Summary Chapter 11: Documents and Records Management What Is a Documents Management System? Document Management in SharePoint Overview of Documents Management System Features Document Content Types and Document Sets Document Workflows Document Tracking Document Conversion Document Workspaces 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 Summary...425

15 CONTENTS Chapter 12: Business Intelligence Business Intelligence Features in SharePoint New to SharePoint The Secure Store Service PerformancePoint Services Creating a New Business Intelligence Center Installing the Dashboard Designer First-Class Objects Creating a SSAS Database Creating a Simple Business Intelligence Dashboard Security Permissions for PerformancePoint Services PerformancePoint Dashboards in Production Visio Services Save from Visio to SharePoint Create Workflows from Visio The Visio Web Part Excel Services Creating a Simple Dashboard in Excel Services Summary Chapter 13: Business Connectivity Services Overview of Business Connectivity Services What Is New in SharePoint 2013? Configuring Business Connectivity Services Configure the Secure Store External Content Types External Content Type Profile Pages External Lists External Data Columns Connecting to an OData Source User Profile Properties xv

16 CONTENTS Export and Import Models Search Summary Chapter 14: Microsoft Office Integration and Office Web Applications Office 2013 and an Overview of Integration The Backstage Area Opening and Saving to SharePoint SkyDrive and Office Live Co-Authoring Document Information Panel Integrating SharePoint 2013 with the Office Applications Microsoft Word Microsoft Excel Microsoft PowerPoint Microsoft OneNote Microsoft Access Microsoft InfoPath Microsoft Outlook Office Web Applications Configuring OWA for SharePoint Summary Chapter 15: SharePoint Search New Architecture Components Topology Creating a New Search Service Application Splitting Search Service Application Components Across Multiple Servers Crawling Content SharePoint Sources Crawling External Web Sites xvi

17 CONTENTS Other Content Sources Crawl Rules Server Name Mappings File Types Crawler Impact Rules Queries and Results Authoritative Pages Result Sources Query Rules Query Client Types Search Schema Query Suggestions Search Dictionaries Search Result Removal Diagnostics Crawl Log Crawl Health Reports Query Health Reports Usage Reports Summary Chapter 16: SharePoint Designer and Branding SharePoint 2013 User Interface Branding with the Design Manager Creating a Brand SharePoint Designer New Features Locking Down SharePoint Designer Summary Index xvii

18 Foreword Thank you for taking the time to read this book. Whether you are interested in dipping in to find answers to your SharePoint questions, or are intending to read it from cover to cover, this book has plenty of information to quench your thirst for SharePoint 2013 administration knowledge. Pro SharePoint 2013 Administration is intended for SharePoint administrators. However, this book will not be lost on readers who want an end-user SharePoint 2013 manual. It provides plenty of useful information about the new SharePoint 2013 platform and the changes since the previous version, and expert information for non-sharepoint administrators. SharePoint, like any other web server based product, requires a certain amount of care and feeding to keep it operational, so the underlying theme of this book is to help both end-users and administrators ensure that their SharePoint 2013 farm runs at its finest. The aim of this book is to provide you with consistent and reliable knowledge of the SharePoint 2013 platform, so that you have an arsenal of information to install SharePoint 2013, configure it, and maintain it. Within these sixteen chapters, you will read about a variety of topics, including the installation and securing of a SharePoint 2013 farm; management of content, documents, and metadata; social networking features; business intelligence; Microsoft Office integration; and search. Why should you buy this book? Reading Pro SharePoint 2013 Administration will help you by providing you with an all-around understanding of SharePoint 2013 administration and the features of the new SharePoint platform. This book is not a quick read nor a huge reference textbook for the occasional glance, but it is a nice comfortable read for anyone interested in SharePoint Please Enjoy. Rob Garrett xix

19 About the Author Robert Garrett ( Rob for short) has worked in the field of SharePoint since 2006 and has grown his career as a SharePoint developer and now as an established SharePoint architect. Prior to 2006, Rob was an enthusiastic software developer, talented in many programming languages, including C++, C#, Visual Basic, and even Java. Pro SharePoint 2013 Administration is the second SharePoint administration book Rob has written, following on his success with Pro SharePoint 2010 Administration. Rob has designed, developed, and deployed various high-profile customer web sites, intranet, and extranet solutions using SharePoint Server 2007, 2010, and now These days Rob works exclusively as a SharePoint architect (when not writing or reviewing books) and continues to design and build custom SharePoint solutions with Planet Technologies for the United States Federal Government. As Microsoft continues to invest in the SharePoint product, Rob plans to keep staying ahead of the SharePoint technology curve and to share new and interesting information with anyone who cares to read what he writes. Rob is very active in the social community and likes to tweet fun SharePoint facts and solutions to problems, as well as follow other like-minded SharePoint experts on Twitter. You can follow Rob on Twitter using his xxi

20 About the Technical Reviewer Pranav Sharma is a co-founder at Almond Labs (@AlmondLabs). He possesses five years of deep SharePoint expertise, and he is also a Microsoft Certified SharePoint Solution Developer (MCTS) and SharePoint IT Professional (MCITP). Pranav has a diverse background that allows him to approach technology and business challenges and solutions from multiple perspectives. As a well-versed SharePoint consultant he has learned to tackle technology and business concerns from all angles, and he works to understand his clients true business needs before proposing a technology solution. This business-first approach allows Pranav to become a trusted adviser and valued member of any team. Over the years, he has helped clients to understand and leverage the SharePoint platform to meet their long-term strategic goals. He specializes in the architecture and development of complex custom solutions, he is adept at project management, and he is a strong proponent of SCRUM (an agile software development methodology). Pranav has successfully worked for prestigious firms including Accenture Technology Consulting and Portal Solutions, a boutique SharePoint provider. Pranav is an alumnus of the University of Maryland with degrees in computer engineering and business management. xxiii